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Latest Insights on ORA

Are you ready for a real old-fashioned Halloween? Because the U.S.-China trade situation is long on tricks and short on treats. Scary Starbucks, Apple iZombies and Freaky Facebook October 31, 2019 by Joseph Hargett Great Stuff The Nightmare Before a Trade Deal I hope you’re ready for a real old-fashioned Halloween, ’cause I’m long on tricks and short on treats today. Of course, the U.S.-China trade deal is at the center of this endless nightmare. Earlier this month, President Trump tweeted that a “phase one” trade deal with China was finalized […]
Did you forget about the Fed this earnings season? That could be a costly mistake. Earnings Beyond Beat … 1 VIX Chart You Must See October 29, 2019 by Joseph Hargett Great Stuff Don’t Forget the Fed It’s been nice seeing companies driving the narrative on Wall Street again. Earnings season has given us diversity again … a reason to focus on corporate well-being, profits and, of course, failures. But the broader economic kettle is beginning to spew steam again. Tomorrow, we’ll get the first whistle. The Federal […]
Walmart breaks through the Halloween wall. Brace yourselves. Christmas is coming! Trade War Update; Amazon Spends Big; Christmas Is Coming October 25, 2019 by Joseph Hargett 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. […]
Semiconductors Fuel the Next Tech Revolution Semiconductors Fuel the Next Tech Revolution — Buy Shares Now October 23, 2019 by Ted Bauman Stocks, Technology, Winning Investor Daily Many investors are only beginning to wake up to the opportunity presented by semiconductors. Although semiconductor stock prices have begun to rise, they haven’t yet taken off.
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 October 23, 2019 by Joseph Hargett 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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