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Beyond Nuggets – KFC Chicken-Free Chicken August 26, 2019 Great Stuff This Is the Song That Never Ends Yes, it goes on and on, my friend. Some countries started singing it, not knowing what it was. And they’ll continue singing it forever, just because… Boy howdy … we had one heck of a weekend. It started off with President Trump’s backlash against increased tariffs from China […]
Averting the Trade War on Christmas August 14, 2019 Great Stuff Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […]
The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale August 13, 2019 Great Stuff Pavlov’s Market Wall Street has been conditioned. The White House says a trade deal is practically done … the market rallies. The very next day, the White House levies 10% tariffs on Chinese goods … the market plunges. Ring the bell once — rally. Ring the bell twice — sell-off. We are truly living in […]
Are Oil Refiners Due for a Correction? October 12, 2018 Oil Fresh money is flowing into crude oil and energy exchange-traded funds (ETFs). That’s encouraging for crude oil bulls. But I’m worried.
Some Call Him the Billionaire Bulldog. Here’s What He’s Buying… October 3, 2018 Investment Opportunities Today, the "Billionaire Bulldog" has his sights on another stock with a left-for-dead share price. And recent law changes support the idea.