Latest Insights on AWAY
Walmart Won’t Yield for the Inverted Curve; Alibaba Black Sheep
August 15, 2019 Great Stuff
No Money, Mo’ Problems OK, class. Today, I’m going to try to learn you something. I’m sure you’ve heard that the Dow plunged more than 800 points yesterday — its biggest one-day loss of the year. The reason for that plunge was the inverted yield curve. You may have also heard from the financial media […] Buy Into Bulk Shipping Stocks to Profit From Tariff Troubles
August 14, 2019 Global Economy, Investment Opportunities, Winning Investor Daily
In the depths of the financial crisis, I was taught a valuable lesson in the art of contrarian analysis. Reflecting on that lesson gave me the ultimate contrarian idea in the Trump tariff war era… Averting the Trade War on Christmas
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 […] REITs Will Outperform Big Data Stocks
August 13, 2019 Investment Opportunities, Real Estate, Winning Investor Daily
Because of their special tax treatment, these hidden assets have exceptionally high yields. That makes them attractive alternatives to bonds in a low-interest-rate environment. The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale
August 13, 2019 Great Stuff
Pavlov’s Market Wall Street has been conditioned. The White House says a trade deal is practically done … the market rallies. The very next day, the White House levies 10% tariffs on Chinese goods … the market plunges. Ring the bell once — rally. Ring the bell twice — sell-off. We are truly living in […]