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Archive of entries posted on 17th January 2018

Wrong about GE. Taking some FANG profits off the table. State of venture capital. And bitcoin, again

I was wrong about GE. I think it’s going lower, much lower. They just reported. They are taking a huge writedown. Everything I read says the GE mess with its popup losses is way beyond anything new management expected and really  hard to solve. I don’t hear a plan. I don’t think they have one. […]