Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Alibaba (NYSE: BABA)

Opportunities

Can Amazon Stop Growing?

Amazon’s revenue growth for 2016 now exceeds the total revenues for Alibaba (NYSE: BABA); which reported $21.48 billion in revenue on December 31, 2016. The revenue Amazon added in 2016 is also larger than all of Macy’s (NYSE: M) revenues; which were $26.31 billion on October 31, 2016.

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My Thoughts

The Religion of Technology

Technology is likely to become the basis of our philosophy, religion and politics in the near future. When it does it will mark a paradigm shift as great; and perhaps as bloody, as the rise of Islam or the Protestant Reformation. Whether we are ready for that revolution is anybody’s guess.

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Long Ideas

Boeing is a Great Value Investment for Ecommerce

If you are looking for a company to invest to take advantage of the ecommerce boom; Boeing is a far better deal than Amazon. Even if Amazon’s air force fails to fly; Boeing is still going to make a lot of money from online retail.

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Grocery Wars

Walmart Pay is far more than just a Simple Payment App

If news stories about Walmart Pay are correct; the app is an impressive piece of retail technology that puts Walmart well ahead of competitors. The new app actually gives Walmart some capabilities that even Apple Pay lacks.

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Long IdeasStocks

Current C is dead, Walmart building own Payment Ecosystem

t looks as if Current C is probably dead, but at least two major new payment apps are rising from its ashes. Both Walmart Pay and Chase Pay have the potential to be far larger than Apple Pay, which is bad news for Apple Inc. (NASDAQ: AAPL). Those brands and not Apple Pay could be the future of payment.

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