Latest Insights on ZEN
Averting the Trade War on Christmas
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 […] Mattel’s Mysterious Whistleblower & Uber’s Über Loss
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 […] Beat Trade War Meltdowns With This Defensive Asset
August 7, 2019 Global Economy, Gold, Winning Investor Daily
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. Tripling the S&P 500 Has Never Been Easier
July 31, 2019 Investment Opportunities, Real Estate, Winning Investor Daily
These assets have returned double or triple the return of the S&P 500, and they deliver excellent annual yields. Netflix’s Kryptonite: A Low-Risk Buyout Opportunity
July 23, 2019 Investment Opportunities, Stocks, Winning Investor Daily
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.