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Latest Insights on ITB

President Trump apparently didn’t like the idea of China winning either. This morning, Trump told reporters that the U.S. hasn’t agreed to rolling back tariffs as part of the “phase one” trade deal. Trump Gets Tough on Trade; Disney Pounces on … Everyone
by Joseph Hargett November 8, 2019 Great Stuff
Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […]
The economy could have added so many more jobs in October. Thanks, General Motors. General Motors’ Strike Spoils October Job Growth
by Joseph Hargett November 1, 2019 Great Stuff
Friday Four Play: The Sugar Rush Edition Sugar, sugar everywhere! Let me set the post-Halloween scene in the Hargett house: If Alderaan were made of candy, and the Death Star blew it up in my kitchen … that’s what I’m living with right now. My girls are bartering candy like Jawas downstairs as I write […]
News of the (alleged) trade deal was so good, Great Stuff had to take a hiatus today. Great Stuff on Tour; Netflix on the Rocks
by Joseph Hargett October 17, 2019 Great Stuff
Three things you need to read while Great Stuff is off gallivanting (read: stranded).
Things got crazy on Wall Street today amid conflicting Chinese trade reports. I think we broke the trade cycle chart. China’s Wild Ride; Netflix Remains on Top; Costco Sells Out
by Joseph Hargett October 10, 2019 Great Stuff
President Trump: “But Do I?” Boy, did I jump the gun on the Chinese fire drill reference yesterday. Wall Street has literally been running around in circles all day due to conflicting reports surrounding the start of U.S.-China trade negotiations. First, we heard that there was no progress in the negotiations at the deputy level […]
If hope for a partial China trade deal is why markets are rallying, I have sorely overestimated Wall Street’s intelligence. Wall Street’s Chinese Fire Drill; Roku Upgraded; Fitbit Leaves China
by Joseph Hargett October 9, 2019 Great Stuff
Wall Street’s Chinese Fire Drill The needle on the “Trade War Cycle” moved again this morning. After yesterday’s heavy sell-off on trade fears, did you really expect anything less? The major market indexes are up just shy of 1% as of this writing. Traders are reportedly rallying around news that China will accept a partial […]

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