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Latest Insights on AWR

While Tesla’s Model S P90D remains the most impressive vehicle on the roads, it’s been a different story for Tesla’s stock. Let’s look at both the bull and the bear cases… Tesla Stock Price to Reach $4,000 While Tesla’s Model S P90D remains the most impressive vehicle on the roads, it’s been a different story for Tesla’s stock. Let’s look at both the bull and the bear cases…
There’s a cold front blowing in from the East. China turns cold on Trump’s tariff comments. Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure
by Joseph Hargett November 18, 2019 Great Stuff
Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
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’
by Joseph Hargett November 15, 2019 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 […]
If hope for a partial China trade deal is why markets are rallying, I have sorely overestimated Wall Street’s intelligence. Wall Street’s Chinese Fire Drill; Roku Upgraded; Fitbit Leaves China
by Joseph Hargett October 9, 2019 Great Stuff
Wall Street’s Chinese Fire Drill The needle on the “Trade War Cycle” moved again this morning. After yesterday’s heavy sell-off on trade fears, did you really expect anything less? The major market indexes are up just shy of 1% as of this writing. Traders are reportedly rallying around news that China will accept a partial […]
I hope your expectations for U.S.-China trade talks aren’t too high. Even if they aren’t, you’re likely to be disappointed. Breaking the Trade War Cycle, Blacklisting and Chinese Retaliation
by Joseph Hargett October 8, 2019 Great Stuff
The Trade War Cycle Is About to Break It’s getting scary Canary in a coal mine Don’t wait ’til it’s dead By: Ken K. Ken is a bit late to the Great Stuff haiku contest, but I couldn’t resist including it today. His haiku was just so fitting. I hope your expectations for the U.S.-China […]

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