Latest Insights on VIAC
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 […] Will Netflix Bow to Baby Yoda?
December 11, 2019 Great Stuff
All We Are Saying Ev’rybody’s talking ’bout revolution, evolution, regulation, meditations, United Nations… But all the Federal Reserve is saying is give quantitative easing (QE) a chance. Actually, the Fed isn’t saying that … directly, anyway. (Sorry for the poor lead-in, John.) Today, Federal Reserve Chairman Jerome Powell held U.S. interest rates steady and promised […] Walmart Soars, Disney+ Roars and Trade Tears Pour
November 14, 2019 Great Stuff
You Better Stop, and Look Around… Here it comes. Here it comes. Here comes your 19th market breakdown. Oh, who’s to blame. These trade talks are just insane. Last Friday, I warned that President Trump was getting tough on trade with China once again. Following a week of speculation on tariff rollbacks, Trump made it […] 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 […] Netflix’s Kryptonite: A Low-Risk Buyout Opportunity
July 23, 2019 Investment Opportunities, Stocks, Winning Investor Daily
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.