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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, Uncategorized
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, […] 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 […] Alibaba Singles’ Day Crushes $30 Billion; Elon Goes After Mr. Unicorn
November 11, 2019 Great Stuff
Happy Veterans Day Now for a quick history lesson: Today, as many of you know, is Veterans Day. It’s set on November 11 because “the Great War” officially ended on this day back in 1918. It’s when the armistice with Germany went into effect — hence its original name, Armistice Day. In 1954, Armistice Day […] Trump Gets Tough on Trade; Disney Pounces on … Everyone
November 8, 2019 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 […]