Latest Insights on LK

Walmart breaks through the Halloween wall. Brace yourselves. Christmas is coming! Trade War Update; Amazon Spends Big; Christmas Is Coming
by Joseph Hargett 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. […]
For data, new pathways will be necessary to keep up with the internet's rapidly growing expansion of information. And one of these solutions is called the Hypernet. Hypernet Technology Necessary For Future 5G Internet Superhighways For data, new pathways will be necessary to keep up with the rapidly growing expansion of information. And one of these solutions is called the Hypernet.
Don’t go chasing unicorns; please stick to the indexes and the stocks that you’re used to. WeWork was going to have things its way or nothing at all. WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
by Joseph Hargett October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […]
Jeff Yastine Banyan Hill’s Most Misunderstood Man — Here’s the Truth About Jeff Yastine It’s important you read this, because I need to set the record straight about this gentleman. He’s one of the most misunderstood people at Banyan Hill … and maybe in the entire industry.
Do you want another 2008 financial crisis? Because this is how you get another 2008 financial crisis. The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
by Joseph Hargett 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 […]

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