Forex Marketz Daily Forex News – Fully Markets Update
As we all know and have read, Sony (SNE: NYSE) was the latest in the state terrorism of a corporation. Today is the release of the movie The Interview and our blessings and prayers that all should go well. It is the holiday season in much of the Western World and we wish all our prayers of peace, prosperity happiness.
As the markets are closed, we have a great opportunity to look closer at some of the issues playing in the markets lately. First let us list some of the events that have been happening lately and then we will try to tie them all together.
1. Sony was the latest in a hacked corporation. Stock tumbled and likely the corporation will suffer up to a $500 million loss of the catastrophe. The stock has rebounded due to the release of the movie — latest price is $21.32 up 2.21% from yesterday. The dividend yield is only 1.14% and likely the corporation will not make its targets in the next quarter.
2. By the end of this year, Facebook is expected to overtake Google in advertising revenues. Look back at a nice report in June to understand.
3. The US has been experiencing radicalism (along with the rest of the world) — the latest round between Police and protesters in Missouri over yet another shooting death of an African American male.
4. Google has been ‘required’ to provide information to law enforcement to help in fighting internet media or social promotion of crime. (The social conscience will have a field day on this!) The latest round was Google alerting FBI on threats by social media.
Let’s just take this information together. We have a massive corporation brought to its knees by internet penetration. It rippled through the markets, government, and even the US dollar. We have social media growing to become a massive threat and opportunity. We have Google switching from being an ad agency to a spy agency. So, what about the economy? What is in store? Here is our take:
1. Make the year 2015 the year of Social Spying — it will be a year of growth in security firms and tracking, tracability. Watch for the following fims in growth. Firms like EMC/RSA, Symantec, Verisign, and the like. Expect growth in these stocks.
2. All corporations will now put pressure on internal security and threats. Latest Sony rumor is an inside job. Read this!
3. Expect growth in new second tier firms that specialize in social media analysis. Good opportunities to go long on any of these corporations.
4. Expect Facebook (FB: NYSE) to be under attack from both law enforcement and hackers as it is clearly the largest target of information. Information is the newest commodity.
