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Latest Insights on PPA

There’s a cold front blowing in from the East. China turns cold on Trump’s tariff comments. Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure November 18, 2019 by Joseph Hargett Great Stuff Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
I don’t want to be the bad guy, but rising gas prices and promises of trade war progress do not a bull market make. Aurora Gets Stoned, Trade War Optimism Is Smokin’ November 15, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]
I might need some Disney+ (and bourbon) this week to take my mind off a pair of speeches from President Trump and Federal Reserve Chairman Jerome Powell. Pause Disney+ for Your Daily Trade War Update November 12, 2019 by Joseph Hargett Great Stuff When You Wish Upon a Death Star… Happy Disney+ day! Yes, it’s finally here. After months and months of waiting, we can finally stream all the Disney, Star Wars and Marvel content (and all that other stuff) that we want! Tonight, I’m bingeing The Mandalorian, with some Star Wars: The Clone Wars and The World […]
Thank a veteran for their service in whatever way you can. Alibaba Singles’ Day Crushes $30 Billion; Elon Goes After Mr. Unicorn November 11, 2019 by Joseph Hargett Great Stuff Happy Veterans Day Now for a quick history lesson: Today, as many of you know, is Veterans Day. It’s set on November 11 because “the Great War” officially ended on this day back in 1918. It’s when the armistice with Germany went into effect — hence its original name, Armistice Day. In 1954, Armistice Day […]
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 […]

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