The "infosys" organization certainly does appear to be doing well and growing. I didn't see anything about dividends, but it still does look like a good longer term investment. UNless something goes crash in the market!

Splitting to allow two different areas of focus is not a totally believable explanation, at least not from where I stand. Something else is the motivation, either more profit or a way to hide accountability for something we are not aware of. Or a way to award someone with a new CEO position and a separate board of directors.

"Being Spooked" by the federal reserve comments indicates how much effect that FEAR has on the overall market actions. I "don't do fear" and so it is quite something to watch.  Possibly it is the lack of any solid information arrivin in a timely manner, or maybe just a general jumpiness based on really unpleasant experiences.

And the large evidence of the herd instinct is an interesting part of the story. So very many folks beieving that total strangers know more.

So it seems that greed was one of the driving emotions, and  herd-following was another driver.

And enough jargon in the description to confuse an outsider. Interesting analysis nonetheless.

The strength of Ali Baba's recovery shows us that the China market is strong and able to support , but that the US may not be so very welcome. Careful caution is needed.

The cost for each new generation of "fab" systems is far more than just the "burn in and test" systems. Each generation with the much narrower lines and smaller features requires better hardware to keep all of those sequentially printed layers perfectly aligned, and that is both complex and expensive to create, assemble, and then get running with adequate production yield. The production process is a bit like screen printing T-shirts, except with a set of a hundred individual lines being altogether much narrower than a human hair. The line witdths being just a few nanometers wide. So the process takes effort to get running smoothly.

I would name it "The Rabble Rouser" or "The Divider" as simple names, or perhats Zuck's Agitator" or maybe even "The ZAgitator", which has an interesting ring to it.

An interestingarticle, none the less.

This is an interesting demonstration of why it is vital to avoid upsetting the party generals in a police state such as China. Mister Ma is very fortunate to be as visible as he is, thus preventing him from just simply vanishing with no trace. That is an un-anticipated but very welcome benefit of extreme wealth and rcogntion. "Freedom from vanishing."

Bitcoin comes across to me as a very well constructed house of cards and I see it just as strong as one could ever be. BUT still, a house of cards. So when  the "hard rain" hits the performance will be just as I expect. Exciting but not at all pretty. Gold, on the other side,will need to be dried off a bit because it was rained on.

When a bunch of businesses are all in a similar sector it is reasonable that they will perform in a similar manner.  This is not a new concept.