Latest Insights on AA
[UPDATE]: 2 Great Real Estate Stocks for the New Year December 26, 2019 Investment Opportunities, Real Estate, Winning Investor Daily I met with a group of well-connected folks in the world of commercial real estate. It was fitting to talk about investing in buildings while surrounded by some of the most beautiful real estate I’ve ever seen.…
Boeing’s New Digs; China Seeks Pigs December 23, 2019 Great Stuff It’s Time to Pig Out on China Forget the bull market … it’s time to look at the pig market! Starting in January, China is cutting import tariffs on more than 850 products. Those products will range from avocados (Do the Chinese do avocado toast too?) to semiconductors to pork. Diving into a few key […]
Go Bull or Bust; Netflix Is Mr. Worldwide December 17, 2019 Great Stuff Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […]
A Tariffic Trade Deal; Boeing Clears the Air December 16, 2019 Great Stuff The Trade Deal Price Is Right Last week, President Donald Trump chose curtain No. 1 and got himself a brand-new, shiny “phase 1” trade deal with China! He seems pretty happy with it. He even took it for a spin a few times around Twitter to show it off for the press. Wall Street, too, […]
Peloton Gets Pounded; Lululemon’s Discount Yoga Pants December 12, 2019 Great Stuff Have I lost my mind? Or am I seriously agreeing with Andrew Left and Citron Research on Peloton Interactive?






