Latest Insights on AMZN

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. […]
November 26, 2019 Great Stuff
It’s the Circle of Trade Pete and Repeat walk into a bar. Pete walks out. Who’s left? The answer is the U.S.-China trade war. Duh… We’re once again in the “market rallies temporarily on news” phase of the Great Stuff Trade War Cycle chart. And, as you might suspect, we’re being fed the same lines […]
November 19, 2019 Great Stuff
Tesla vs. the World Imitation is the sincerest form of flattery. It’s an axiom that holds true in most parts of life. Kids imitating their parents. Friends imitating your style. Investors imitating Warren Buffett. All of these things are flattering to some degree for those being copied. In some areas of life, imitation is a […]
November 8, 2019 Great Stuff
Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […]
November 1, 2019 Great Stuff
Friday Four Play: The Sugar Rush Edition Sugar, sugar everywhere! Let me set the post-Halloween scene in the Hargett house: If Alderaan were made of candy, and the Death Star blew it up in my kitchen … that’s what I’m living with right now. My girls are bartering candy like Jawas downstairs as I write […]