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Latest Insights on IP

You've fallen for one of two classic blunders meme China Brings BABA Back; Nvidia’s Mega Meta Might; Chipotle Gets Chippy March 16, 2022 by Joseph Hargett Great Stuff Asian ADR Acrobatics Great Ones, I am ashamed to admit it, but I fell victim to one of the two classic blunders: Never get involved in a stock war in Asia. As we all know, only slightly less well-known is this: Never go in against a Sicilian when death is on the line! But that’s […]
Recession is a possibility Powell’s Fed Flirts With Recession March 16, 2022 by Clint Lee Big Picture. Big Profits., Economy, Trading Strategies In the first Matrix movie (1999 vintage), a black cat crossing a hallway triggers a case of déjà vu for Neo. It was a sign that something was amiss … and that things were about to go downhill fast. Now I’m having my own episode of déjà vu … and maybe you are too. Because it all sounds too familiar. COVID striking the heart of a key industrial hub in China. The Chinese government locking down millions of citizens to prevent the spread even further. The cascade effect goes on to wreak havoc on supply chains, disrupting key ports and shipping activity. That’s not a recap of 2020 … that’s the latest news from this Sunday.
Ford selling cars missing chips The Tail Is Wagging the Dog on This Industry March 15, 2022 by Charles Mizrahi Investing, Real Talk, Stocks, Technology (3-minute read) There’s nothing Charles likes better than a bargain. And Mr. Market is finally offering outstanding bargains in this industry...
End of the World It’s the End of the World as We Know It March 15, 2022 by Ted Bauman Big Picture. Big Profits., Global Economy, Trading Strategies Many young investors are only dimly aware of the subprime mortgage crisis and the dot-com bust. They can’t imagine a world with conditions like those. They take recent circumstances for granted. Now there’s another big shift underway … one that could be far more consequential for the economy, our politics and our pocketbooks than either of those two events. I’m talking about the collapse of globalization…
Alibaba Bargain Well Yes But No Meme Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League March 15, 2022 by Joseph Hargett Great Stuff Xi Sells Sea Shells? I’m sailing away. Set an open course to save money. Cause Alibaba (NYSE: ) just can’t be free. Free to face a life without China’s Xi. Over there, he’s the captain. Don’t climb aboard. You’ll wonder about tomorrow or a new Cold War. But we’ll try, oh Lord, we’ll try … […]

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