Latest Insights on OLO
Averting the Trade War on Christmas August 14, 2019 Great Stuff Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […]
REITs Will Outperform Big Data Stocks August 13, 2019 Investment Opportunities, Real Estate, Winning Investor Daily Because of their special tax treatment, these hidden assets have exceptionally high yields. That makes them attractive alternatives to bonds in a low-interest-rate environment.
The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale August 13, 2019 Great Stuff Pavlov’s Market Wall Street has been conditioned. The White House says a trade deal is practically done … the market rallies. The very next day, the White House levies 10% tariffs on Chinese goods … the market plunges. Ring the bell once — rally. Ring the bell twice — sell-off. We are truly living in […]
How Uber Lost $5.2 Billion In 3 Months With This 1 Trick August 12, 2019 Great Stuff How to Lose $5.2 Billion in 3 Months: The Uber Story My flippant attitude and punny sense of humor are both a blessing and a curse. Just ask my wife of 20 years. She’ll tell you the same thing. It appears that you, dear readers, are now in the same boat as my wife — […]
Mattel’s Mysterious Whistleblower & Uber’s Über Loss August 9, 2019 Great Stuff Friday Four Play: Core Prices, Chips and Uber Hit the Skids Remember when Fridays were fun? You’d go out with coworkers or friends after work to relax and forget about the week. Lately, it seems that we’re going out just to maintain our sanity after all our hard investing work gets dashed to pieces by […]





