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Latest Insights on DERM

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. […]
Peloton Gets Pounded; Lululemon’s Discount Yoga Pants
by Joseph Hargett December 12, 2019 Great Stuff
Have I lost my mind? Or am I seriously agreeing with Andrew Left and Citron Research on Peloton Interactive?
I don’t want to be the bad guy, but rising gas prices and promises of trade war progress do not a bull market make. Aurora Gets Stoned, Trade War Optimism Is Smokin’
by Joseph Hargett November 15, 2019 Great Stuff
Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]
We’ve got “warmer feelings” and “good things” happening with China. We all need to take a moment, put some flowers in our hair, sit down in a drum circle and sing “Kumbaya.” Wall Street’s Drum Circle; Iran’s Bang and Blame Boosts Oil
by Joseph Hargett October 11, 2019 Great Stuff
Friday Four Play: Shiny Happy People Trading Stocks It’s such a bright and fuzzy day on Wall Street, isn’t it? We’ve got “warmer feelings” and “good things” happening with China. It’s just like “the Old Days,” according to President Trump. I think we all need to take a moment, put some flowers in our hair, […]
October’s spooky-time economic data is making it hard to stay bullish on the market. Spooky Economic Data; AMD Inside; Costco Is Still Killing It
by Joseph Hargett October 4, 2019 Great Stuff
Friday Four Play: Everybody Walk the Dinosaur I don’t like being a bear. Like most investors, I’d much rather see stocks go up. It’s so much easier and simpler to make money that way. There’s no short selling, no weird inverse exchange-traded funds to mess with and no buying put options or selling call options […]

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