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Latest Insights on EPAY

Earnings season headlines promote a feeling of “everything’s OK” … but a darker message lies just beneath the surface. Relishing Relief: Fastenal Your Seatbelts
by Joseph Hargett April 14, 2020 Great Stuff
How Do You Spell Relief? And they’re off! The first (annual?) U.S. quarantined corporate earnings season kicked off this morning, and investors loved the red-hot rally action. It was 2% to 3% gains across the board as the market opened. Wall Street finally has concrete data on how the pandemic has affected American businesses. JPMorgan […]
The White House and the Senate agreed to a $2 trillion stimulus package, but the COVID-19 fallout is far from over. Senate Knows Best?; Sucker Bets on Jumbo Jets
by Joseph Hargett March 25, 2020 Great Stuff
Mo’ Money, Fewer Problems? They did it. They finally did it. By “they,” I mean Congress … and by “it,” I mean a stimulus package deal to combat the coronavirus. The Senate and the White House announced late last night that they reached an agreement on a historic $2 trillion spending bill. (That’s trillion with […]
Heed Cassandra’s Warning to Keep Profiting Through the Crisis [5-minute read] The three types of companies that can still deliver profits.
Great Stuff 9-18-2019 Facebook’s Altered Reality Glasses; Breaking up With FedEx
by Joseph Hargett September 18, 2019 Great Stuff
Just Rolled Into the Shop Ever have one of those moments driving your car where things just don’t feel right? A slight pull to the side, an engine stutter, a weird hitch while shifting gears … and then everything goes back to normal. There’s no engine light, but you have a feeling that orange beacon […]
The world’s central banks have no idea what they’re doing. That means in the next recession, you’re on your own. Are you ready? Cuts Won’t Work — Get Ready for a Recession The world’s central banks have no idea what they’re doing. That means in the next market slump, you’re on your own. Are you ready?

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