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Latest Insights on SPIR

President Trump apparently didn’t like the idea of China winning either. This morning, Trump told reporters that the U.S. hasn’t agreed to rolling back tariffs as part of the “phase one” trade deal. Trump Gets Tough on Trade; Disney Pounces on … Everyone November 8, 2019 by Joseph Hargett 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 […]
Are you ready for a real old-fashioned Halloween? Because the U.S.-China trade situation is long on tricks and short on treats. Scary Starbucks, Apple iZombies and Freaky Facebook October 31, 2019 by Joseph Hargett Great Stuff The Nightmare Before a Trade Deal I hope you’re ready for a real old-fashioned Halloween, ’cause I’m long on tricks and short on treats today. Of course, the U.S.-China trade deal is at the center of this endless nightmare. Earlier this month, President Trump tweeted that a “phase one” trade deal with China was finalized […]
Walmart breaks through the Halloween wall. Brace yourselves. Christmas is coming! Trade War Update; Amazon Spends Big; Christmas Is Coming October 25, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “It’s Way Too Quiet” Edition If you’ve been following the Great Stuff Trade War Cycle chart, you know that we’ve been stuck at “No progress is made” for about two weeks. There have been no major headlines. No tweets from President Trump. Nothing. It’s been unusually quiet … almost too quiet. […]
Do you want another 2008 financial crisis? Because this is how you get another 2008 financial crisis. The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex October 23, 2019 by Joseph Hargett Great Stuff The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […]
Trump Conspiracy? Nope, Just a Great Stuff Trading Strategy Trump Twitter Conspiracy? Nope, Just a Great Stuff Trading Strategy October 18, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Doin’ It Our Way” Edition Dorothy, we’re not in Indiana any more. What a wild ride back from Milwaukee, Wisconsin, that was. Sadly, I didn’t have time to visit Shotz Brewery. You don’t always have time for “doin’ it our way.” On a side (side) note, Milwaukee is Algonquin for “the […]

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