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Once again, we have promises of advancing trade talks and scaling back tariffs. It’s your move, President Trump. Best Buy’s Bravado; Dollar Tree Yells: “Timber!” November 26, 2019 by Joseph Hargett Great Stuff It’s the Circle of Trade Pete and Repeat walk into a bar. Pete walks out. Who’s left? The answer is the U.S.-China trade war. Duh… We’re once again in the “market rallies temporarily on news” phase of the Great Stuff Trade War Cycle chart. And, as you might suspect, we’re being fed the same lines […]
The Tesla (TSLA) Cybertruck looks like someone grafted a truck bed onto the back of a DeLorean. Elon’s Cybertruck Oops; Schwab Regroups November 22, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Mutual Respect and Equality” Edition One day! I miss one day, and the Great Stuff Trade War Cycle chart swings through “market sells off on trade war fears” and into “administration hints at a resolution.” It’s a conspiracy, I tell you. Granted, the markets were grinding lower for the past four […]
The advent of industrial 5G is going to lead to an arms race. And any arms race creates opportunities to profit. Industrial 5G Arms Race: Grab This ETF Now November 20, 2019 by Ted Bauman Investment Opportunities, Technology, Winning Investor Daily The advent of “Manufacturing 4.0” is going to lead to an arms race. And any arms race creates opportunities to profit.
I don’t want to be the bad guy, but rising gas prices and promises of trade war progress do not a bull market make. Aurora Gets Stoned, Trade War Optimism Is Smokin’ November 15, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]
President Trump apparently didn’t like the idea of China winning either. This morning, Trump told reporters that the U.S. hasn’t agreed to rolling back tariffs as part of the “phase one” trade deal. Trump Gets Tough on Trade; Disney Pounces on … Everyone November 8, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […]

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