Latest Insights on CET
Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed January 27, 2020 2020 Financial Crisis, Great Stuff Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […]
Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple January 24, 2020 Great Stuff Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […]
A Tariffic Trade Deal; Boeing Clears the Air December 16, 2019 Great Stuff, Uncategorized The Trade Deal Price Is Right Last week, President Donald Trump chose curtain No. 1 and got himself a brand-new, shiny “phase 1” trade deal with China! He seems pretty happy with it. He even took it for a spin a few times around Twitter to show it off for the press. Wall Street, too, […]
The Odds Are in Your Favor Today! November 29, 2019 Great Stuff The Safety Dance We can shop where we want to, a deal that they will never find. And we can act like we come from out of this world, leave the real one far behind. And we can shop. OK, so those may or may not be the real lyrics … but it doesn’t matter, […]
Avoid Wall Street FOMO With These 2 Rules November 27, 2019 Great Stuff Do You Know Where Your Towel Is? Thanksgiving is tomorrow. Is your stomach prepared? I know you might be feeling a little bit queasy heading into the holiday break. The market is setting all-time highs. Optimism is growing on U.S.-China trade talks. However, we’re coming up on the one-year anniversary of the December 2018 sell-off. […]





