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Latest Insights on GOOS

Trade War Part 2: Interest-Rate Cut Boogaloo June 5, 2019 by Joseph Hargett Great Stuff The U.S.-China trade war has entered phase 2. The first phase was hiking tariffs and trying to see who would blink first. But neither side blinked. In fact, China called the U.S. on tariffs and backed out of trade negotiations in May amid some pretty strong rhetoric. Now, with both countries feeling the tariff effects, […]
We need to have a talk about earnings and valuations. That’s because the health of the U.S. corporate sector is based on an illusion … one that’s about to evaporate. Corporate Earnings Are All a Big Lie April 17, 2019 by Ted Bauman U.S. Economy, Winning Investor Daily We need to have a talk about earnings and valuations. That’s because the health of the U.S. corporate sector is based on an illusion … one that’s about to evaporate.
Investing IS Saving - Savings are defined as the amount left over when the cost of a person's consumption expenditure is subtracted from the amount of disposable income they earn in a given period. Ergo, if you consistently spend less than you earn, the balance in your checking account will go up. Connecting the Dots Creates an Ominous Picture April 30, 2018 by Ted Bauman Investing “Connect the dots” is essentially the game that we financial writers play. Our job is to generate a picture from seemingly unconnected data points.
A Dying OPEC Country Could Spur a Massive Oil Rally March 16, 2018 by Matt Badiali Investing, Investment Opportunities, Oil The Organization of the Petroleum Exporting Countries (OPEC) will attribute increases in the oil price to its production cuts. But that’s a lie … the truth is much darker.
Guide to Analyzing Insider Sentiment: Tiffany & Co. Example November 15, 2017 by Optin Adventure Capitalist Last week, we booked a quick +52.4% profit on AeroVironment (AVAV). I say “quick” because AVAV was in our Adventure Capitalist portfolio for less than seven months. AeroVironment designs, develops, produces, supports and operates unmanned aircraft systems (UAS) and efficient energy systems (EES) in the U.S. and internationally. Through intensive research, I found that this company was the […]

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