Latest Insights on PATH

housing market trouble Music Man meme This House Is On Fire, Berkshire’s Big Bet & Getting Sentimental
by Joseph Hargett March 21, 2022 Great Stuff
Safe As Houses? Great Ones, it’s time to talk about houses again. Do we really have to? Yes. Yes, we do … and I don’t like it any more than you do. You see, there was a report on February U.S. existing home sales on Friday that literally got buried under a landslide of Russia/Ukraine […]
Software Stocks to watch Software Stocks Are Headed for a Huge Rebound Software stocks were beating the market every year … until now. Here’s why I’m bullish on this industry.
Online spending’s growth is partly due to the pandemic. But the shift toward e-commerce isn’t slowing down. Online Spending Will Top $1 Trillion This Year Online spending’s growth is partly due to the pandemic. But the shift toward e-commerce isn’t slowing down.
Recession is a possibility Powell’s Fed Flirts With Recession 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.
Alibaba Bargain Well Yes But No Meme Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League
by Joseph Hargett March 15, 2022 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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