Latest Insights on IBA
Breaking the Trade War Cycle, Blacklisting and Chinese Retaliation
October 8, 2019 Great Stuff
The Trade War Cycle Is About to Break It’s getting scary Canary in a coal mine Don’t wait ’til it’s dead By: Ken K. Ken is a bit late to the Great Stuff haiku contest, but I couldn’t resist including it today. His haiku was just so fitting. I hope your expectations for the U.S.-China […] Your Trade War Trading Strategy; Peloton Hacked; Thor Calls the Thunder
September 30, 2019 Great Stuff
Trade War Cycle: You Are Here Today marks the end of the third quarter of 2019. How are you all holding up? I hope it’s better than the major market indexes. For the quarter, the Dow is up about 0.7%, the S&P 500 is up a mere 0.3% and the Nasdaq Composite is down 1.5%. […] Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling
September 27, 2019 Great Stuff
Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […] The U.S.-China Poker Match; Dollar General Beats; TSA Bans Coke Bottles
August 30, 2019 Great Stuff
The U.S. and China are friends again … for now. But that September trade meeting is looming large. GEnron, Nvidia’s New Normal and Buying Greenland
August 16, 2019 Great Stuff
Friday Four Play: GEnron, Nvidia’s New Normal and Buying Greenland The word on the Street today is that the market’s rallying because of strong consumer spending. Well, rallying is a strong word. Bouncing, maybe? Pretty much any positive news is going to lift spirits at this point, and Wall Street is clinging tightly to any […]