Latest Insights on CET
WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied
February 10, 2020 2020 Financial Crisis, Great Stuff
I Bless the Rains Down in China Toto, I have a feeling we’re not in Wuhan anymore. I get that you’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial that we cover them. First, the Wuhan coronavirus has spread to more than 40,500 people globally, […] China’s Valentine’s Gift; Earnings All a-Twitter
February 6, 2020 Great Stuff
China’s Valentine’s Day Gift Well color me happy, the market is on a four-day winning streak! Following on the heels of yesterday’s impressive payrolls data, the major market indexes are retesting all-time high territory. Today’s driver was news that China will cut retaliatory tariffs on some U.S. goods in half. What’s more, the adjustments will […] Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed
January 27, 2020 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. […] Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple
January 24, 2020 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 […] A Tariffic Trade Deal; Boeing Clears the Air
December 16, 2019 Great Stuff, Uncategorized
The Trade Deal Price Is Right Last week, President Donald Trump chose curtain No. 1 and got himself a brand-new, shiny “phase 1” trade deal with China! He seems pretty happy with it. He even took it for a spin a few times around Twitter to show it off for the press. Wall Street, too, […]