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Latest Insights on GS

Name Brands in Technology Name Brand Tech Stocks Are More Profitable for Your Portfolio Name brands are struggling to keep consumers’ loyalty. People opt for store or private-label brands that offer the same, if not better, quality than name brands at a better price. But there’s one sector where name brands still drive sales and revenue. Charles Mizrahi sees huge gains coming from name brands in this industry. (6-minute read)
invest in bulk shipping Buy Into Bulk Shipping Stocks to Profit From Tariff Troubles In the depths of the financial crisis, I was taught a valuable lesson in the art of contrarian analysis. Reflecting on that lesson gave me the ultimate contrarian idea in the Trump tariff war era…
Great Stuff 8-14-2019 Averting the Trade War on Christmas
by Joseph Hargett 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 […]
Big Data companies such as Amazon and Google need specialized buildings to hold the massive server farms that underpin their businesses. REITs Will Outperform Big Data Stocks Because of their special tax treatment, these hidden assets have exceptionally high yields. That makes them attractive alternatives to bonds in a low-interest-rate environment.
Great Stuff 8-13-2019 The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale
by Joseph Hargett 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 […]

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