Word on the street is AMZN is way way over exposed, like enron-level...
But their big investors are establishment-connected pension funds and
hedgefunds so on the one hand if their stock price starts to tank, its
chance of bouncing is not very good and on the other hand if it does an
outright collapse, things are going to get ugly quick.


Thanks,
Caleb


On 10/11/16 18:00, Jaromil wrote:
> On Thu, 10 Nov 2016, voize wrote:
>
>> I'm kind of worried that the 'race war' will take front row instead
>> of the neoliberal vs republicans
>
> well put. I'm damn afraid this will be the case.
>
>> I didnt know about the Nassim Taleb bit and Goldman Sachs bit! But
>> I'd imagine it is thus. I would imagie Trump doesnt need to take
>> cash from anyone, he's going to do business as usual.
>
> I'm not sure about this. the real reaction started hitting the markets
> only today and will likely go on until friday. AMZN on the first line
> is suffering huuge loosses. My guess: Bezos was a strong DNC
> supporter. same thing for GOOG and YHOO whose political positioning is
> clearly aligned with DNC. On the other side then there is Thiel who is
> now jumping up and down from happiness.... so my prediction is that
> this is the perfect climate for the ICT bubble to burst (long due)
> with all sort of startup-made pies of shit hitting the fan....
>
> ...it may get very bad and very fast. Too high of a price for change.
>
> ciao :^/
>
>
>
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