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Latest Insights on HOV

Great Stuff 9-23-2019 AT&T’s Big Night at the Emmys Spells Trouble for Netflix & Disney
by Joseph Hargett September 23, 2019 Great Stuff
And the Emmy Goes To… So, the 71st Emmy awards show was on last night. If you watched the whole thing, you probably called in sick to work this morning. I watched the first 15 to 20 minutes of the thing, got nauseous and had to load up on Tums and Pepto. Yes, it was […]
he Fed will likely cut interest rates this week, but what does that mean for you? Fed to the Rescue; WeWork’s Failure to Launch
by Joseph Hargett September 17, 2019 Great Stuff
The Fed will likely cut interest rates this week, but what does that mean for you?
An index of companies that provide essential inputs to technology giants is at an all-time high. It’s up 38% this year, trouncing the market and the FAANGs themselves. Tech Fund up 38% — Crushes FAANG Stocks An index of companies that provide essential inputs to technology giants is at an all-time high. It’s up 38% this year, trouncing the market and the FAANGs themselves.
Great Stuff 8-14-2019 Averting the Trade War on Christmas
by Joseph Hargett 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 […]
Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move. Netflix’s Kryptonite: A Low-Risk Buyout Opportunity Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move.

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