Latest Insights on ARR
Netflix Wins the Video Streaming Battle Royale…For Now November 26, 2018 Investment Opportunities Despite the fragmentation in the video streaming industry, there are really only five major players that are worth considering for investment potential.
Net Income Margins Says Stocks Can’t Reach New Highs November 26, 2018 Stocks Economists often write dense papers. Advanced math makes their arguments almost impossible to understand. Sometimes, an economist speaks clearly. Herb Stein, chairman of the Council of Economic Advisers under Richard Nixon and Gerald Ford, did that once. He explained the entire world with just nine words. “If something cannot go on forever, it will stop.” […] Net Income Margins Says Stocks Can’t Reach New Highs November 26, 2018 Stocks Net income margins of the companies in the S&P 500 Index reached a record high last quarter. And that sets up the next bear market.
The Bear Market Started, but Don’t Sell All Your Stocks November 22, 2018 Stocks I believe the long-awaited bear market started in October. That’s consistent with my forecast for a recession in early 2019.
Capitalism Is in Grave Danger November 20, 2018 U.S. Economy Competition is what made capitalism a success story. Without competition, capitalism is simply a big racket, with us as the marks.





