January 23, 2018
Kenneth Luskin @ Kenneth M. Luskin, Investment Counsel
30 year career in the public securities industry.
Netflix Is Burning $Billions Now & Will Burn Its Investors Later
https://www.linkedin.com/pulse/netflix-burning-billions-now-burn-its-investors-later-luskin/?published=t
"IT'S a BUBBLE, STUPID"
Is a variation of "It's the economy, stupid", which James Carville coined, as a strategist for Bill Clinton's 1992 presidential campaign.
In other words, if you canNOT see that Netflix's stock is a massive bubble, then you have NO clue what a bubble stock looks like.
More from Kenneth Luskin
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t Apple is making a mistake that is similar to what they did with their MACs computers a few decades ago. As phones become just another commodity ...
Feb 02, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/amazon-poster-child-terminal-stage-parabolic-blow-off-luskin/?published=t
Feb 02, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/amd-new-zen-cpusapus-least-10-market-share-servers-pcs-luskin/ Based upon 50% year over year revenue growth, part of which is coming from CLOUD and AI sales, with further gains expected over the next few years, the PE ...
Jan 29, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t
Jan 19, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
Widening gap between consumer sentiment and the savings rate. In the past, this divergence was a precursor to the end of the economic cycle. Please read: https://www.linkedin.com/pulse/investing-asset-bubbles-always-precede-crashes-kenneth-m- ...
Jan 09, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/investing-asset-bubbles-always-precede-crashes-kenneth-m-luskin/?published=t
Jan 08, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/amd-new-zen-cpusapus-least-10-market-share-servers-pcs-luskin/?published=t MY TAKE: Too many ANALysts fail to appreciate that the ZEN core was only available to a relatively small portion of the total PC market in 2017. ...
Jan 08, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t My estimated $39 Billion charge will wipe out about 79% of Apple's earnings for the year. The NET effect of Tax Scam will cause Apple's after tax ...
Jan 02, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/tech-giants-booked-foreign-profits-did-pay-taxes-irs-earnings-luskin/?published=t
Jan 02, 2018
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t QUESTION: WHY is Apple apologizing NOW, when they spent the last year claiming that they did nothing wrong? ANSWER: They got caught! Intelligent ...
Dec 28, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t Barron's deserves a prize for timing of STUPIDEST PUFF PIECE COVER STORY of the year.
Dec 25, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/declining-dollar-rising-inflation-rates-stocks-bonds-luskin/?published=t
Dec 21, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/deteriorating-breadth-correction-tech-leaders-coming-soon-luskin/?published=t
Dec 15, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
If you canNOT understand what will happen next, then you deserve to LOSE 2/3 of your money
Dec 13, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/apple-sell-now-thank-warren-buffett-later-kenneth-m-luskin-1/?published=t The iPhone X was touted as the product that would start a "supercycle". With sales declining only a month after launch, this is shaping up as a ...
Dec 11, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/republican-tax-scam-bill-another-lie-from-gop-which-cause-luskin/?published=t
Dec 09, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/top-tech-stocks-overextended-due-large-correction-kenneth-m-luskin/
Dec 04, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/buy-rumortax-cuts-rich-sell-news-now-kenneth-m-luskin/?published=t
Dec 04, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/top-tech-stocks-overextended-due-large-correction-kenneth-m-luskin/?published=t ) Because these stocks are so far above technical support levels, and OVER-OWNED, when investors try to sell, the relevant question will ...
Nov 25, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/amd-new-zen-cpusapus-least-10-market-share-servers-pcs-luskin/?published=t MY TAKE: a) Intel's new laptop chip is an admission that they canNOT compete with AMD/Nvidia in professional/gaming GRAPHICS/GPUs. b) This is of ...
Nov 06, 2017
Kenneth Luskin, Kenneth M. Luskin, Investment Counsel
https://www.linkedin.com/pulse/last-time-amd-introduced-market-leading-chips-stock-did-luskin/
Oct 31, 2017
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