Market Mad House

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

Alphabet (NASDAQ: GOOG)

Market Insanity

Apple Battles Banks in Australia

It looks as if Apple Pay is a niche solution that may never get widespread acceptance. Instead of a massive payment platform like Visa (NYSE: V), Apple Pay may end up as a niche player in payments similar to Discover (NYSE: DFS).

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Long Ideas

Is PayPal the Best Value in Finance?

Interestingly enough the biggest threats to PayPal among these solutions; will be Chase Pay and Walmart Pay. Apple Pay is not a direct threat to PayPal, because it is a niche product that major retailers are refusing to use. That might change this fall; if reports Apple is planning to offer online payment via Apple Pay for the holiday season are true.

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Opportunities

The Big Payment App Battle: NFC vs QR Code

The real conflict in brick and mortar app payment is that there are two very different technologies in widespread use. This makes systems incompatible and effectively drives a wedge between the different companies offering payment solutions and their customers.

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Market Insanity

Is Twitter Next on Microsoft’s Shopping List?

LinkedIn (NYSE: LNKD) might have been just the first name on Microsoft’s (NYSE: MSFT) shopping list. Twitter (NYSE: TWTR) could be the software giant’s next acquisition target.

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Long IdeasStocks

Is Oracle still a Safe Investment?

Oracle’s biggest potential headache is a wrongful termination lawsuit; filed by its former Senior Finance Manager for North America Saas/Cloud Revenue, Svetlana Blackburn. The suit accuses Oracle of firing Blackburn for threatening to blow the whistle on “unlawful accounting practices.”

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Market Insanity

Goldman Sachs and the Decline of Wall Street

Goldman Sachs lost more than half of its net income between March 2015 and March 2016. The bank reported a net income of $9.288 billion in March 2015 that fell to $4.37 billion in March 2016. That’s a decline of $4.918 billion and it appears to be accelerating.

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Good StocksStocks

Alphabet’s Incredible Growth

Alphabet (NASDAQ: GOOG) is now so profitable; and so successful, that it has become very boring. Every quarter the company turns in a great earnings report – that looks much like the last one. Despite this redundancy, Google’s financial numbers are well worth reading. It is possible to learn a lot from those numbers because they are so good.

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Long IdeasStocks

AT&T High Speed Internet Is good for Business

Fiber would be serious competition for AT&T if it ever rolls out because Alphabet (NASDAQ: GOOG) wants to bring the service to some of the cities where AT&T offers U-verse. A list of cities for possible Fiber rollout includes Raleigh, Charlotte, Chicago and Los Angeles, all areas were U-verse is available. Fiber already competes directly against U-verse in Austin and Kansas City, and it will be rolled out in San Francisco and San Antonio, where AT&T operates.

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Crazy StocksLong IdeasStocks

Is this the End of the Line for Cablevision?

Therefore, cable companies will continue to generate float and remain a decent value investment for some time to come. If you are looking for a fairly safe and cheap way to cash in on the digital entertainment revolution, cable could be it. Cablevision and Comcast, in particular, look undervalued.

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Good StocksLong IdeasStocks

Google Pulls Out of Insurance

Despite its retreat from research, Alphabet is still a very good investment. It is a great company that is making an incredible amount of money. Investors that shell out the big bucks for Alphabet stock will not be disappointed, because Compare did not add any value to Google.

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