Documents tagged "Alibaba"
Found 4 documents with this tag
HOUSE_OVERSIGHT_033115.txt
This document discusses the potential for a tech backlash in both China and the United States, highlighting regulatory threats and investor sentiment. It focuses on key people like Thomas Jr. and Landon, as well as big tech companies such as Apple and Amazon. The document also mentions specific locations, such as China, and topics related to technology and security.
HOUSE_OVERSIGHT_032806.txt
The document discusses China's big tech stocks falling into a bear market and the regulatory threats against U.S. big tech companies. It also mentions the recent collapse of Baidu, Alibaba, and Tencent in China, comparing it to Wile E. Coyote chasing Road Runner over a cliff. The author suggests that there are mounting fundamental reasons to question the third quarter earnings prospects of FAANG (Facebook, Apple, Amazon, Netflix, and Google), including user backlash against Facebook, trade war exposure for Apple, and workplace revolt at Amazon.
HOUSE_OVERSIGHT_030950.txt
The document is an email conversation between Ian Osborne and Jeffrey Epstein discussing potential job opportunities for a person named Sinofsky. They mention several people who are experts in specific areas, such as Peter for currency, Reid Hoffman for LinkedIn, Dave Morin for Path, Drew Houston for Dropbox, and others for various roles in tech companies like Alibaba or Xiaomi in China or Facebook and Palantir in the US. They also discuss challenges related to security clearance if Sinofsky wants to work with Chinese companies. The email exchanges mention upcoming meetings in Munich, St. Petersburg, Moscow, London, and San Francisco, and a suggestion to meet for drinks with Peter Thiel once Osborne arrives in San Francisco on September 14th.
HOUSE_OVERSIGHT_016801.txt
The document is a capital market outlook from the Chief Investment Office, discussing topics such as macro strategy, global market views, and thought of the week. Paul Morris, Managing Director at Merrill Private Wealth Management, highlights key issues like Federal Reserve policy, global research and development spending, and gold's role as a diversifier in portfolios. The discussion covers the evolving concept of price stability, the potential acceleration of R&D spending due to the U.S.-China tech cold war, and recent tailwinds for gold's performance versus the US dollar.