Latest Insights on CAT
China Trade War 2.0: The No. 1 Way to Play It
May 18, 2020 Big Picture. Big Profits., Global Economy, Investment Opportunities, Technology
[14-minute video] The trade fight with China is back. Focusing on what that means for Big Tech — Google, Microsoft, Netflix and more — means you’re missing the bigger picture ... and the big opportunity ahead. Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps
May 15, 2020 Great Stuff
Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […] The Fed Failed Us — Protect Yourself With Gold
May 14, 2020 Gold, U.S. Economy, Winning Investor Daily
Current estimates show the Fed will print $3.5 trillion (with a “T”) to cover its deficit this year. But it can’t debase gold.
A Claim Too Far: The Market’s Line in the Sand
May 14, 2020 Great Stuff
Batten Down the Hatches I struggled with sugarcoating things for you today, but then I remembered … this is Great Stuff, we don’t do that here! For the past couple of weeks, the market has idled in the eye of the pandemic storm. For all the volatility, the market has made little headway since early […] Powell’s Wake-Up Call; Uber Eats It All; Progyny Stands Tall
May 13, 2020 Great Stuff
You Don’t Have to Call Me Darlin’ When Federal Reserve Chairman Jerome Powell spoke this morning, well … it was all that Wall Street could do to keep from crying. Speaking during a webcast with the Peterson Institute for International Economics, Powell warned that the COVID-19 pandemic could “leave behind lasting damage” to U.S. economic […]