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Short-Term Pain Setting Up Long-Term Stock Market Gains

Article By:
Kurt Kallaus
Wednesday, May 24, 2023 4:00 PM EDT
Last year, energy stocks were the darlings while mega-cap tech companies were crushed. This year, energy and small-cap equities have been dead weight while mega-cap technology stocks have regained their leadership.
ISM Services Plunges 6.9 Points Into Contraction, Another Recession Warning
Enjoy incoming crash today and beyond 2023+ $dia $qqq $spy $aapl $amzn and many more 🐻❤😈 Bearish.
"Nasty Squeeze" On Deck: Last Week's Shorting By Hedge Funds Was "The Second Largest Ever"
ROTFLMAO, Fraud St and cronies unregulated manipulation stock markets fell last week and more for valid reasons. Rest assured we ain't seen nothing yet 🐻❤🤑😈✔ $F $SYF $TSLA $AAPL $AMZN and more... enjoy the Armageddon Depression.
Ancient Lessons For Modern Planners
It may not have as much of an impact as you think. Many companies like #Visa, #Mastercard and #Amex made a big PR splash saying they were cutting off Russia. But if you read the fine print, they simply were not letting people use Russian issued credit card in other countries. They will still work just find in Russia, which means this will have virtually no affect at all.
$V $MA $AXP $MCD $AAPLAs for companies like #McDonalds and #Apple, Putin said he may simply nationalize those companies' stores and confiscate all their assets, and continue to run them with Russians in charge!
Epic Games Opposes Apple's Effort To Pause Antitrust Trial Orders
Of course #Epic would object. But even if #Apple said it’ll allow in app hyperlinks on web payment, it will not help Epic. The Epic (aka Facebook/Epic) lawsuit against Apple is a show trial. Epic specifically and purposefully circumvented the App Store (and Play Store) rules to make a big media splash. It may be an overall media win for them (more people know the name Eoic) but Apple (and Google) had to ban them from their app stores. Otherwise every developer would be on notice you can go outside the rules but we’ll let you right back in. These App Store rules must be adhered to or damage is done. It’ll be years before Epic is back in the App Store, maybe longer. Apple has made clear that any consideration for allowing them back in will not be considered until all legal proceedings are complete. 2024? 2025? $AAPL
ZNGA Stock Forecast: Avoid Investing In Zynga, It Has More Downside Risks
1. Chartboost was purchased to go in house with over 700 million active users. This will cut expenses and work in favor of IDFA.
2. #Apple ($AAPL) and #Google ($GOOGL) have been caught with their pants down on the 30% cut on the App Store. Big win for gaming. South Korea first.
3. The Merge category has experienced competition and therefore Zynga needs to be much more aggressive with MD and MM.
4. Gram Games is paid off. No more contingency payments.
5. Zynga’s forecast was $2.8 billion and moved to 2.9$ billion after the first quarter. We are now at $2.85 billion.
6. Small Giants last contingency is in January. 4 months away.
7. Zynga said the 3rd quarter would send headwinds on IDFA and by the 4th quarter Chartboost will be in place.
8. Star Wars Hunter will be the first console game with CSR2 to follow.
9. Cash flow is strong and we just purchased in China. Short term we have a hiccup.
Long term, I think this company has huge growth.
The Cost Of Running Corporate America
#Apple's operating margin is impressive. Mining operations have pretty good margins today at about 10%. Add in the exchange and that goes up pretty significantly. $AAPL
Apple Ordered To Pay $300M In Royalties Over Wireless Technology Patent
This could better be described as Large Company ($AAPL) Ordered to Pay Company That Builds Nothing And Owns Nothing But The Opaque Patents They Bought and Keep locked Up In Filing Cabinet.
Apple Could Take A 50% Bite Out Of Intel's Business In 2021: Report
Then again #Intel could take a 50% bite out of #Apple's Mac business when they flood the market with faster chips at half the price....like the good old days. $AAPL,$ INTC
Buy Apple Stock Before It Unleashes This "Next Big Thing"
What "next big thing?" #Apple just takes other people's ideas and makes them better. They never come up with anything novel on their own. $AAPL
A Brutal Week For Stocks May Grow Worse As The Short Squeeze Continues
I don’t see this having as big an impact on $WMT but definitely $AAPL and $FB 🤷🏼♀️