Latest Insights on SNE
The U.S.-China Poker Match; Dollar General Beats; TSA Bans Coke Bottles
August 30, 2019 Great Stuff
The U.S. and China are friends again … for now. But that September trade meeting is looming large. Beyond Nuggets – KFC Chicken-Free Chicken
August 26, 2019 Great Stuff
This Is the Song That Never Ends Yes, it goes on and on, my friend. Some countries started singing it, not knowing what it was. And they’ll continue singing it forever, just because… Boy howdy … we had one heck of a weekend. It started off with President Trump’s backlash against increased tariffs from China […] Tesla Sets Walmart on Fire … Literally
August 21, 2019 Great Stuff
Mr. Powell’s Wild Ride I’m exhausted. Are you exhausted? August has already seen the S&P 500 Index make eight moves of 1% or more. Eight! And the day’s not even over yet, let alone the month. Today, the Federal Reserve will release the minutes from its July 30–31 policy meeting. Wall Street will be scouring […] GEnron, Nvidia’s New Normal and Buying Greenland
August 16, 2019 Great Stuff
Friday Four Play: GEnron, Nvidia’s New Normal and Buying Greenland The word on the Street today is that the market’s rallying because of strong consumer spending. Well, rallying is a strong word. Bouncing, maybe? Pretty much any positive news is going to lift spirits at this point, and Wall Street is clinging tightly to any […] Averting the Trade War on Christmas
August 14, 2019 Great Stuff
Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […]