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Latest Insights on CERE

Why are award shows still a thing? Netflix and Disney show why this ancient Hollywood ritual doesn’t matter anymore. Netflix Catches the Golden Snub January 7, 2020 by Joseph Hargett Great Stuff Hollywood’s Irrelevant Awards So, the Golden Globes happened this weekend … and nobody cared. Granted, the award show happened in the middle of the U.S.-Iran escalation, so not many people were paying attention anyway. But now that the situation with Iran is starting to die down a bit on Wall Street … nope. No one […]
Debt is back on the menu — did it ever really leave? — especially in China. And Wall Street is loving it. Debt: It’s What’s for Breakfast; Pot Market Swan Dives January 2, 2020 by Joseph Hargett Great Stuff A Stimulating Chinese New Year I’ll gladly pay you Tuesday for some economic stimulus today! Debt is back on the menu, dear readers — did it ever really leave? — especially in China. The People’s Bank of China hopes to shake loose about $115 billion in the Chinese economy by easing up on its reserve […]
Tesla is the measure by which every electric vehicle maker — even Henry Ford’s storied Blue Oval — will be judged. Tesla vs. the World … 1 Dip to Buy Today! November 19, 2019 by Joseph Hargett Great Stuff Tesla vs. the World Imitation is the sincerest form of flattery. It’s an axiom that holds true in most parts of life. Kids imitating their parents. Friends imitating your style. Investors imitating Warren Buffett. All of these things are flattering to some degree for those being copied. In some areas of life, imitation is a […]
Is stagflation coming? Probably not, but your portfolio will feel like it is … unless you do this. The Fed’s Biggest Nightmare; Retail Gets Real; WeGiveUp October 1, 2019 by Joseph Hargett Great Stuff Is the U.S. Economy Going Stag? I saw an ugly word pop up over the weekend. No, not that word … or that word, either. Seriously, you kiss your mother with that mouth? The word was “stagflation,” and it’s the word that the U.S. Federal Reserve fears most of all. Now, stagflation is traditionally defined […]
Great Stuff 6-26-2019 Why Now is Not the Time to Buy Micron Stock June 26, 2019 by Joseph Hargett Great Stuff Chips are back, baby! Micron Technology Inc. (Nasdaq: MU) is parting the Red Sea, rallying more than 12% and leading semiconductor stocks to higher ground. Nvidia Corp. (Nasdaq: NVDA) and Advanced Micro Devices Inc. (Nasdaq: AMD) are both up about 5%. Applied Materials Inc. (Nasdaq: AMAT) is up nearly 4%. Even Qualcomm Inc. (Nasdaq: QCOM) […]

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