Latest Insights on SWI
Walmart Soars, Disney+ Roars and Trade Tears Pour
November 14, 2019 Great Stuff
You Better Stop, and Look Around… Here it comes. Here it comes. Here comes your 19th market breakdown. Oh, who’s to blame. These trade talks are just insane. Last Friday, I warned that President Trump was getting tough on trade with China once again. Following a week of speculation on tariff rollbacks, Trump made it […] Pause Disney+ for Your Daily Trade War Update
November 12, 2019 Great Stuff
When You Wish Upon a Death Star… Happy Disney+ day! Yes, it’s finally here. After months and months of waiting, we can finally stream all the Disney, Star Wars and Marvel content (and all that other stuff) that we want! Tonight, I’m bingeing The Mandalorian, with some Star Wars: The Clone Wars and The World […] Alibaba Singles’ Day Crushes $30 Billion; Elon Goes After Mr. Unicorn
November 11, 2019 Great Stuff
Happy Veterans Day Now for a quick history lesson: Today, as many of you know, is Veterans Day. It’s set on November 11 because “the Great War” officially ended on this day back in 1918. It’s when the armistice with Germany went into effect — hence its original name, Armistice Day. In 1954, Armistice Day […] AT&T Mystifies; Mattel Surprises; GE Electrifies
October 30, 2019 Great Stuff
AT&T’s Max Facepalm Yesterday, AT&T Inc. (NYSE: T) unveiled a new streaming service that rocked the market and sent Netflix Inc.’s (Nasdaq: NFLX) stock plunging. That’s what I should have been able to tell you today. But, in classic AT&T style, the company still managed to put investors in a bind. HBO Max is AT&T’s […] The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […]