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Latest Insights on CY

It’s trade deal week! Are you excited? The much-hyped “phase 1” U.S.-China trade deal will finally be signed. It’s about time, I must say. China’s Contagious Optimism; Oppenheimer Bombs Tesla Shorts
by Joseph Hargett January 13, 2020 Great Stuff
Phase 1 Signing = Phase 1 Optimism It’s trade deal week! Are you excited? Yes, dear reader, the much-hyped “phase 1” U.S.-China trade deal will finally be signed this week. It’s about time, I must say. In case you’ve been trapped behind a wall, I put all the nitty-gritty details together in bullet points below […]
December’s jobs data was uninspiring. Luckily, Boeing had some spare clowns and monkeys to liven up Wall Street ahead of the weekend. Soft Serve Jobs Data; Boeing Sends in the Clowns
by Joseph Hargett January 10, 2020 Great Stuff
Friday Four Play: The “Send in the Clowns” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve thanked your friend profusely, why not sign up for yourself today? It’s mostly painless. I promise.) Well, that was unsatisfying. […]
Fed up with your internet bill? You need to see this We Invented the Internet. Why Is Everyone Else’s Better?
by Ted Bauman January 10, 2020 Big Picture. Big Profits., Global Economy, Technology
Fed up with your cable bill? You need to see this
China’s back, and the bears are gonna be in trouble. Hey la, hey la, China’s back. Iran’s Gone, Game On; Bed Bath & Buh-Bye
by Joseph Hargett January 9, 2020 Great Stuff
Bull Market: Game On! So, the latest Iranian conflict turned out to be a great big nothing-burger. We had an Iran War Cycle for about 48 hours, and then the whole thing was over. R.I.P. my nifty little chart. Today, Wall Street’s new hotness is the partial U.S.-China trade deal. You thought that was all […]
“Less than feared.” It reminds me of “less than expected,” as if the Iranian missile strikes on U.S. military bases in Iraq are in some way similar to corporate earnings reports. Meatless Macs Meet Missile Attacks
by Joseph Hargett January 8, 2020 Great Stuff
Iran…Less Than Feared The funny thing about stock market sentiment? It applies to literally everything. For example, today I find myself discussing the bullish and bearish implications of last night’s Iranian missile attack. According to the financial media, Iran’s retaliation for the U.S. killing Qassem Soleimani, a top Iranian military official, was deemed “less than […]

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