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Latest Insights on ZEN

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 […]
Great Stuff 8-09-2019 Mattel’s Mysterious Whistleblower & Uber’s Über Loss
by Joseph Hargett August 9, 2019 Great Stuff
Friday Four Play: Core Prices, Chips and Uber Hit the Skids Remember when Fridays were fun? You’d go out with coworkers or friends after work to relax and forget about the week. Lately, it seems that we’re going out just to maintain our sanity after all our hard investing work gets dashed to pieces by […]
U.S.-China Trade War Beat Trade War Meltdowns With This Defensive Asset No matter how worthy the goal, Trump’s “Tariff Man” approach to negotiating with China is going to cause a lot of pain before we see any gain. That puts a premium on defensive positioning right now.
These assets have returned double or triple the return of the S&P 500 since we acquired them in my Bauman Letter portfolio. And they deliver excellent annual yields. Tripling the S&P 500 Has Never Been Easier These assets have returned double or triple the return of the S&P 500, and they deliver excellent annual yields.
Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move. Netflix’s Kryptonite: A Low-Risk Buyout Opportunity Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move.

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