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Latest Insights on ACB

Debt is back on the menu — did it ever really leave? — especially in China. And Wall Street is loving it. Debt: It’s What’s for Breakfast; Pot Market Swan Dives
by Joseph Hargett January 2, 2020 Great Stuff
A Stimulating Chinese New Year I’ll gladly pay you Tuesday for some economic stimulus today! Debt is back on the menu, dear readers — did it ever really leave? — especially in China. The People’s Bank of China hopes to shake loose about $115 billion in the Chinese economy by easing up on its reserve […]
Oops, did someone break a nondisclosure agreement on a Coke-Aurora tie-up? Only Cannabis 2.0 and time will tell. Aurora-Coke Rumors: All Smoke and No Toke
by Joseph Hargett December 26, 2019 Great Stuff
Share a Coke With Aurora Cannabis? Are you well rested from the holiday break? I hope so, because I have a doozy of a conspiracy theory in the cannabis sector for you today. It involves the most widely held stock on Robinhood and the world’s largest soft drink maker. Before we get to the speculation, […]
[UPDATE]: 2 Great Real Estate Stocks for the New Year I met with a group of well-connected folks in the world of commercial real estate. It was fitting to talk about investing in buildings while surrounded by some of the most beautiful real estate I’ve ever seen.…
The Tesla (TSLA) Cybertruck looks like someone grafted a truck bed onto the back of a DeLorean. Elon’s Cybertruck Oops; Schwab Regroups
by Joseph Hargett November 22, 2019 Great Stuff
Friday Four Play: The “Mutual Respect and Equality” Edition One day! I miss one day, and the Great Stuff Trade War Cycle chart swings through “market sells off on trade war fears” and into “administration hints at a resolution.” It’s a conspiracy, I tell you. Granted, the markets were grinding lower for the past four […]
I don’t want to be the bad guy, but rising gas prices and promises of trade war progress do not a bull market make. Aurora Gets Stoned, Trade War Optimism Is Smokin’
by Joseph Hargett November 15, 2019 Great Stuff
Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]

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