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Latest Insights on PARA

Is stagflation coming? Probably not, but your portfolio will feel like it is … unless you do this. The Fed’s Biggest Nightmare; Retail Gets Real; WeGiveUp
by Joseph Hargett October 1, 2019 Great Stuff
Is the U.S. Economy Going Stag? I saw an ugly word pop up over the weekend. No, not that word … or that word, either. Seriously, you kiss your mother with that mouth? The word was “stagflation,” and it’s the word that the U.S. Federal Reserve fears most of all. Now, stagflation is traditionally defined […]
Russ from Friends Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling
by Joseph Hargett September 27, 2019 Great Stuff
Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […]
Great Stuff 9-20-2019 Storming Area 51; Uber and WeWork “Almost Worthless”?
by Joseph Hargett September 20, 2019 Great Stuff
Friday Four Play: The “Storm Area 51” Edition Are we alone in the galaxy? Today, some quirky millennials are going to try to answer this existential question — while “Naruto running” past government military security. It’s officially “Storm Area 51” day. This bizarre mess all started as a joke on Facebook. Millions of people signed […]
Great Stuff 9-19-2019 Roku Investors out of Touch; Microsoft’s Handing out Cash
by Joseph Hargett September 19, 2019 Great Stuff
Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]
Great Stuff 9-18-2019 Facebook’s Altered Reality Glasses; Breaking up With FedEx
by Joseph Hargett September 18, 2019 Great Stuff
Just Rolled Into the Shop Ever have one of those moments driving your car where things just don’t feel right? A slight pull to the side, an engine stutter, a weird hitch while shifting gears … and then everything goes back to normal. There’s no engine light, but you have a feeling that orange beacon […]

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