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Latest Insights on MCD

Do you want another 2008 financial crisis? Because this is how you get another 2008 financial crisis. The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex October 23, 2019 by Joseph Hargett 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 […]
We’ve got “warmer feelings” and “good things” happening with China. We all need to take a moment, put some flowers in our hair, sit down in a drum circle and sing “Kumbaya.” Wall Street’s Drum Circle; Iran’s Bang and Blame Boosts Oil October 11, 2019 by Joseph Hargett Great Stuff Friday Four Play: Shiny Happy People Trading Stocks It’s such a bright and fuzzy day on Wall Street, isn’t it? We’ve got “warmer feelings” and “good things” happening with China. It’s just like “the Old Days,” according to President Trump. I think we all need to take a moment, put some flowers in our hair, […]
Russ from Friends Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling September 27, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […]
The world’s central banks have no idea what they’re doing. That means in the next recession, you’re on your own. Are you ready? Cuts Won’t Work — Get Ready for a Recession August 28, 2019 by Ted Bauman Recession, U.S. Economy, Winning Investor Daily The world’s central banks have no idea what they’re doing. That means in the next market slump, you’re on your own. Are you ready?
Great Stuff 7-22-2019 Earnings Food for Thought: McDonald’s, Chipotle and Starbucks July 22, 2019 by Joseph Hargett Great Stuff I have a weakness for ramen. Not the cheap Maruchan stuff that we lived on in college, but the “boutique” stuff you find at your local ramen-bowl restaurants. This weakness proved to be my undoing this morning. I had a bowl of some spicy, chicken-fire ramen last night … and I’m still on fire today. […]

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