Latest Insights on CERN
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 […]
The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale August 13, 2019 Great Stuff Pavlov’s Market Wall Street has been conditioned. The White House says a trade deal is practically done … the market rallies. The very next day, the White House levies 10% tariffs on Chinese goods … the market plunges. Ring the bell once — rally. Ring the bell twice — sell-off. We are truly living in […]
Beat Trade War Meltdowns With This Defensive Asset August 7, 2019 Global Economy, Gold, Winning Investor Daily No matter how worthy the goal, Trump’s “Tariff Man” approach to negotiating with China is going to cause a lot of pain before we see any gain. That puts a premium on defensive positioning right now.
Millennials Ruin Everything — Except for Bull Markets August 5, 2019 Real Estate, U.S. Economy, Winning Investor Daily Even though I’m a grumpy old man, I’m OK with millennials ruining whatever they want. That’s because they’ll make lot of money for me in the next decade.
Gold and Gold Stocks Are the Investment of the Next 25 Years August 5, 2019 American Investor Today, Gold, Investment Opportunities, Natural Resources, Precious Metals, U.S. Economy Gold prices are on the rise, and many investors are selling their shares. But the U.S.-China trade war and slow growth in the U.S. economy will make gold a favorable hedge. Matt Badiali talks about the huge disconnect between gold stocks and Wall Street, and why it’s time to follow the smart money and invest in the yellow metal. (3-minute read)





