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Latest Insights on CET

The market is dying to COVID-19 fear, but Great Stuff is killing it… (Phrasing? Do we not do “phrasing” anymore?) While Wall Street Falls, Great Stuff Goes Alpha February 28, 2020 by Joseph Hargett 2020 Financial Crisis, Great Stuff Friday Four Play: The “Get a Leg up” Edition It’s no secret … I like being right. But to reference a line from The Matrix: “Not like this. Not like this.” So far this week, the Dow is off 3,200 points … and counting. Wall Street’s favorite barometer is down roughly 13% from its February […]
You’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial to the market that we cover them. WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied February 10, 2020 by Joseph Hargett 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, […]
More winning in the U.S.-China trade war. Is it time to ’Murica things up around here a little bit? I think it is. China’s Valentine’s Gift; Earnings All a-Twitter February 6, 2020 by Joseph Hargett 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 […]
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 […]

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