Attention Economy


Saturday, February 1, 2020

Big Tech Rules - UPDATED

The Gap Between the Haves and Have-Nots of Tech Widens

Professor Scott Galloway on big tech's growing product monopolies
https://www.businessinsider.com/scott-galloway-apple-amazon-microsoft-monopoly-on-all-you-consume-2020-1

Like It or Not, Trillion-Dollar Titans Lived Up to Earnings Hype

World About to Learn If $1 Trillion Tech Rally Was a Good Idea

https://www.bloomberg.com/news/articles/2020-01-25/world-about-to-learn-if-1-trillion-tech-rally-was-a-good-idea 

Recent trends suggest that value investing is a mug's game - someone who just bought and held the FAANG stocks over the past two years would have handily beat the market and value investors.