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Latest Insights on ORA

Theaters’ times have come. They were here, but now they're gone. Walt Disney don’t fear the streamer. Take its hand; you'll be able to fly. Disney Slams Theaters; JPMorgan Slams Earnings; J&J Slams Everyone October 13, 2020 by Joseph Hargett Great Stuff Don’t Fear the Streamer Theaters’ times have come. They were here, but now they’re gone. Walt Disney Co. (NYSE: DIS) don’t fear the streamer, with Disney+, Hulu and ESPN+. We can be like they are. (Come on, baby.) Don’t fear the streamer! After the close last night, Disney announced it will restructure its media and […]
Earnings expectations are high, but can corporate profits outshine the black smoke rising from the U.S. economy? Earnings Confessions; Ford’s Positive Shift; Apple’s 5G Facelift October 12, 2020 by Joseph Hargett Great Stuff A Smoking Earnings Season On Wall Street there is a tower, where analysts look out to the land to see traders quickly passing by. This is for their own desire, lifting expectations to feel the power boiling in their veins… (Oh oh oh oh oh yeah. Yeah.) Expectations rising, from economic fires we’ve been told. […]
Public Policy vs. the Markets: Zombie Companies and the Next Opportunities October 12, 2020 by Angela Jirau 2020 Financial Crisis, Big Picture. Big Profits., Investing, Stocks, U.S. Economy [12-minute video] High-flying growth stocks and zombie companies are about to face reality … but that means opportunity elsewhere.
It’s time for more political theater. Grab the chips, some pizza and keep an eye on pot stocks as Congress plays kick the stimulus football. Chips, Pizza, Pot and Political Theater October 9, 2020 by Joseph Hargett Great Stuff Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […]
Great Stuff is sailing away, setting an open course for what happens if Congress fails at another recovery bill. Powell Power; Feel the LUV; Fisker Finally? October 6, 2020 by Joseph Hargett Great Stuff Come Sail Away with Great Stuff I’m sailing away. Set an open course for the Federal Reserve. Cause markets don’t want to be free … free to face a life with no liquidity. Fed Chairman Jerome Powell’s the captain, so climb aboard. We’ll search for stock market gains on every shore. And we’ll try the […]

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