Market Mad House

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

Alphabet (NASDAQ: GOOG)

Historical Insanity

2020 is the First YouTube Presidential Election

Hence, the video that destroys Trump or Sanders could already be on YouTube now, and nobody notices it.

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Market Insanity

Google’s revenues are declining, should investors worry

I believe consumer brands are moving ads to Amazon because the Everything Store is where Americans do their shopping.
 
In particular, many consumers look on Amazon first. In fact, 49% of product searches begin on Amazon, CNBC estimates.

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Opportunities

Alphabet wants to turn your Car into an Android Device

Alphabet, Fiat Chrysler (NYSE: FCAU), and Samsung are teaming up to add Android Automotive to all Fiat Chrysler vehicles, The Detroit Free-Press reports.

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Market Commentary

Uber and Toyota plan Self-Driving Van

Strangely, Uber’s exit from autonomous vehicles will hasten the self-driving car’s arrival. A manufacturer will gain several years of intensive research and vast amounts of data from the ATG.
That research and data will put a company several years ahead of the competition. A company with experience building autonomous vehicles; like Fiat Chrysler; can use that data to create a self-driving car.

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Market InsanityOpportunities

Is Waymo Worth $175 billion?

Such valuations definitely justify Waymo’s business plan of providing the operating systems for other companies’ autonomous vehicles. That includes Peterbilt semi-tractors in Atlanta, Chrysler Pacific Minivans in Phoenix, and Jaguar IPaces in Arizona.
A huge advantage is to this plan is that the manufacturing is left to the companies that specialize in it. A great benefit is that Chrysler Fiat (NYSE: FCAU), Tata Motors (NYSE: TTM), and PACCAR (NASDAQ: PCAR) take many of the risks. Tata owns Jaguar and Peterbilt is a PACCAR subsidiary.
Waymo avoids the expense of building a factory and setting up dealerships, and all the trouble of dealing with the United Auto Workers (UAW). Companies with existing factories, supply chains, dealerships and union contracts take the risks.

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Uncategorized

Google Pay in Germany

Other features in the new and improved Google Pay include access to loyalty cards. The new Google Pay is supposed to be in sync with your Google Account. That should make it easier to add banking and credit card information.

Movie, concert, sports, theater, train, bus, and plane tickets will be accessible through the passes tab in Google Pay. That will enable people to use their Google Account as a digital ticket for travel or entertainment.

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Market Insanity

Uber Removed from Google Maps for Android, Uber Drivers Strike

Once again the gig economy sounds like a recipe for labor unrest rather than a high-tech utopia. Companies like Uber will have to recognize unions and start bargaining with them sooner or later – if they want to survive.

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