Latest Insights on SQ

Earnings season headlines promote a feeling of “everything’s OK” … but a darker message lies just beneath the surface. Relishing Relief: Fastenal Your Seatbelts April 14, 2020 by Joseph Hargett Great Stuff How Do You Spell Relief? And they’re off! The first (annual?) U.S. quarantined corporate earnings season kicked off this morning, and investors loved the red-hot rally action. It was 2% to 3% gains across the board as the market opened. Wall Street finally has concrete data on how the pandemic has affected American businesses. JPMorgan […]
With dine-in restaurants closed across the country, food delivery services such as Uber Eats, Grubhub and DoorDash are busier than ever. Poll: How Often Do You Order Food Delivery? April 12, 2020 by Winning Investor Daily Team Winning Investor Daily With dine-in restaurants closed across the country, food delivery services such as Uber Eats, Grubhub and DoorDash are busier than ever.
I want to believe the market rally means a new bull market, and that rainbows and monkeys will fly out of my … well, you get the picture. Market FOMO Rising; Disney Plus Ultra April 9, 2020 by Joseph Hargett Great Stuff Mr. FOMO Risin’ If you ever needed clear proof that the stock market does not represent the U.S. economy, today provided it. The U.S. Department of Labor announced that 6.6 million Americans filed for first-time unemployment benefits last week. The latest data bring the total of new claims to more than 16 million for the […]
Former Fed Chair Bernanke predicted that U.S. gross domestic product would fall 30%. Tell me again how we’re not comparing this to the Great Depression? Manic Markets, Sailing Saudis and Muddy Waters April 8, 2020 by Joseph Hargett Great Stuff The Volatility Experience Manic depression is searching my soul. I know what I want, but I just don’t know. — Jimi Hendrix, “Manic Depression.” Did you see yesterday’s reversal? The market was up more than 3% across the board and then … pow! Total market reversal. Someone must’ve crossed the streams. Rather than panic about […]
It is the best of times; it is the worst of times. The market rallied in the spring of hope, but we’re likely headed toward a coronavirus winter of despair. Tangled Market Morgans; Therapy in the Lap of Luxury April 6, 2020 by Joseph Hargett Great Stuff A Tale of 2 Morgans It is the best of times; it is the worst of times. We’re living in both an age of wisdom and an age of foolishness. And while this weekend’s coronavirus news helped lift expectations for the spring of hope … we’re likely headed toward a winter of despair. Dickens? On […]

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