Latest Insights on ORA
Earnings Beyond Beat … 1 VIX Chart You Must See October 29, 2019 Great Stuff Don’t Forget the Fed It’s been nice seeing companies driving the narrative on Wall Street again. Earnings season has given us diversity again … a reason to focus on corporate well-being, profits and, of course, failures. But the broader economic kettle is beginning to spew steam again. Tomorrow, we’ll get the first whistle. The Federal […]
Trade War Update; Amazon Spends Big; Christmas Is Coming October 25, 2019 Great Stuff Friday Four Play: The “It’s Way Too Quiet” Edition If you’ve been following the Great Stuff Trade War Cycle chart, you know that we’ve been stuck at “No progress is made” for about two weeks. There have been no major headlines. No tweets from President Trump. Nothing. It’s been unusually quiet … almost too quiet. […]
Semiconductors Fuel the Next Tech Revolution — Buy Shares Now October 23, 2019 Stocks, Technology, Winning Investor Daily Many investors are only beginning to wake up to the opportunity presented by semiconductors. Although semiconductor stock prices have begun to rise, they haven’t yet taken off.
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 […]
Star Wars Tops Endgame, Disney & Verizon Force Netflix Deeper in Debt October 22, 2019 Great Stuff The Rise of Walt Disney Are you ready for the biggest news today? Hint: It’s not the SoftBank takeover of WeWork — anyone paying attention knew this was going to happen. SoftBank couldn’t afford to lose any more face with its big-time investors. That said, a valuation of between $7.5 billion and $8 billion is […]





