The following is a list of microchip related companies to consider once the dust settles
AVGO – Broadcom
NVDA – Nvidia
QCOM – Qualcomm
INTC – Intel
MU – Micron
AMD – Advanced micro devises
XLNX – Xilinx
MCHP – Microchip Technology Inc
The following is a list of Consumer technology companies to consider once the dust settles
WB – Weibo
BIDU – Baidu
TCHEY – Tencent
BABA – Alibaba
During a trade war situation, negative news about one Chinese company listed NASDAQ or NYSE will cause negative price movement of other Chinese companies
17th May 2019 – Baidu poor earnings (-16% price decline) causes Weibo share price decline (-11% price decline)
Negative news about a negative law suit outcome for a semi conductor causes negative price movement of other semi conductor companies
Apple evades legal claims by Qualcomm causes price decline in NVDIA (-4%) and MU (-10.6%)
Grepsr is increasingly being used in the work place by Quid.
Business people that don’t know how to code use Grepsr to pull data.
There is increasing demand for DIFFs to identify thematic trends. Themes are extracted from articles through the use of NLTK.
The proliferation of machine learning libraries and the maturing of the semantic web is democratizing the access to insights.
The legalization of online sports betting has open a fertile ground for this trend towards democratization.
NBA basketball predictive modeling should be done at the players level instead of the team level as the data becomes too lossy.
The odds of sports books at the opening lines is to encourage even bets on both side. The odds of the closing lines is a weighted average of bets (signals) from the crowd.
The following is a list of 19 companies either in the tech sector or with market capitalization above USD20 billion that experienced more than 10% drop in share price on the May, 13th 2019.
Below is the breakdown in terms of price performance on May, 15th 2019.
2 companies (10.5% of sample) not related to trade war
2 companies (10.5% of sample) fully recovered
7 companies (36.8% of sample) at least 50% recovery
10 companies (52.63%) not recovered by at least 50%
The 196 pages of Chinese goods to be taxed by the US governments are spread across 6 categories. Where US manufacturers cannot find alternative sources of supplies, price increase of end product will be expected.
Based on what was observed in December. The ability of the US government to sustain the trade war is predicated upon the Feds keeping interest rate low.
Taxed categories include
The December 2018 US market financial meltdown can be attributed to US government tariffs to reduce demand for foreign material supplies from China coupled with Feds interest rate hike to limit capital needed to boost domestic production.
The trade war seems to serve three purposes:
Drive up demand for domestic supplies
To keep inflation in check the economy grows (traditionally a role played by Fed Interest Rates)
Keep China in check.
In any industry, the most trusted brand is always the most profitable one
There are too many companies spending increasing amount of dollars vying for limited attention and money of consumers
Companies try to minimize their marketing spend by broadcasting the same marketing materials to as wide an audience as possible.
The right approach
Forget about the majority. Be laser focused on the audience you are targeting to build trust by starting and maintaining a dialogue with your intended audience.
Jay Levinson: An Ad needs to be ran 27 times on the same individual to get the desired impact.
An Ad is seen 1 out of 9 times
An Ad needs to be seen 3 times to have the desired effect
How to gain trust
Be anticipated (don’t surprise them by building a regular cadence to your continued dialogue)
Stages of trust
The One to One Future, Peppers and Rogers
Management: make people capable of working together to respond to change in the environment through:
the right structure
proper training and development
Reasons for failure
inability to manage innovation
The goal of any business is to create a customer. A business does so by producing generate products and services the community wants in exchange for profits to sustain continued operation.
The goal of marketing is to know understand and know the customer so well the product sells itself
The Purpose of a business is the change it wants to effect in the community
The Mission is what it wants to do to effect the change
The Objectives are key tasks it will execute upon to achieve the mission.
Types of innovation
Waste as little effort as possible on areas of low competence.
First figure out how you learn to figure out how you perform.
Number two person often fails in number one position because top spot requires a decision maker.
Effective people are perpetually working on time management.
The first rule of decision is one does not make a decision unless there is a disagreement.
Determine the right organization size to fit the requirements of the mission.