Latest Insights on SAGE
Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps May 15, 2020 Great Stuff Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […]
Powell’s Wake-Up Call; Uber Eats It All; Progyny Stands Tall May 13, 2020 Great Stuff You Don’t Have to Call Me Darlin’ When Federal Reserve Chairman Jerome Powell spoke this morning, well … it was all that Wall Street could do to keep from crying. Speaking during a webcast with the Peterson Institute for International Economics, Powell warned that the COVID-19 pandemic could “leave behind lasting damage” to U.S. economic […]
Profit From Another Post-Pandemic Opportunity May 13, 2020 2020 Financial Crisis, Big Picture. Big Profits., Investment Opportunities [3-minute read] Here’s a ticker symbol you don’t want to overlook.
Who Needs Jobs?; Uber Eats $3 Billion Loss; Roku’s Still Boss May 8, 2020 Great Stuff Friday Four Play: The ¯\_(ツ)_/¯ Edition It’s official. The U.S. economy is in tatters … and Wall Street doesn’t seem to mind. According to the Labor Department, the U.S. lost a record 20.5 million jobs in April. That’s roughly 25 times more lost jobs than in the worst month of the 2008 financial crisis. Furthermore, […]
Jobs on the Line; Peloton’s Doing Fine May 7, 2020 Great Stuff Wall Street’s Breaking Bad This must be Thursday. I never could get the hang of Thursdays. — Arthur Dent, The Hitchhiker’s Guide to the Galaxy. Indeed, it is Thursday, dear reader. And you know what that means … weekly unemployment claims and a market rally. (More optimistically, it’s also Reader Feedback day! Read on…) The […]