Latest Insights on AMD

The best thing an investor can do right now is not panic. Hunker down, hold what you can and wait. This too shall pass. Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed January 27, 2020 by Joseph Hargett 2020 Financial Crisis, Great Stuff Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […]
Of the people, by the people, for the people … well, half of us, at least. Maybe smartphone voting will change that? Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple January 24, 2020 by Joseph Hargett Great Stuff Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […]
China’s back, and the bears are gonna be in trouble. Hey la, hey la, China’s back. Iran’s Gone, Game On; Bed Bath & Buh-Bye January 9, 2020 by Joseph Hargett Great Stuff Bull Market: Game On! So, the latest Iranian conflict turned out to be a great big nothing-burger. We had an Iran War Cycle for about 48 hours, and then the whole thing was over. R.I.P. my nifty little chart. Today, Wall Street’s new hotness is the partial U.S.-China trade deal. You thought that was all […]
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 […]
While you contemplate Chinese pork, Great Stuff will take a holiday break. Boeing’s New Digs; China Seeks Pigs December 23, 2019 by Joseph Hargett Great Stuff It’s Time to Pig Out on China Forget the bull market … it’s time to look at the pig market! Starting in January, China is cutting import tariffs on more than 850 products. Those products will range from avocados (Do the Chinese do avocado toast too?) to semiconductors to pork. Diving into a few key […]

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