BUSINESS, EDITOR'S DESK, EDITORIAL, Reader's Choice

Do We Have A Witness? GE.

AUGUST 18, 2019. The shocking is often unbelievable until it’s believed. Does a historic track record of truth matter? Not really. It’s more fun to simply scoff and savage the messenger. There’s always time to act like you were a professional from the start.
Harry Markopolos has a track record. You’ve heard of Madoff. Harry made that call, four times. The SEC slid his 30 page Madoff Ponzi scheme road map into the trash and split for lunch. They treated him like some mad urban shepherd spouting stories of invisible monsters.
On Thursday Markopolos made another call, this time on GE. He was promptly encircled and ripped on by smug CNBC “hosts.” Aren’t they paid to shed light? No apologies for stark professional failure will be forthcoming. That’s how arrogance works.
Never mind that the man clearly stated his expertise is forensic accounting, and that he and his team worked for seven months investigating. Providing a bullet-point breakdown went nowhere. That’s also how arrogance works.
Charges are just that, until proved. Skepticism is human and healthy. Brute contempt upon first hearing is known as arrogance. “Do We Have a Witness? GE.”

Read more
Editor's Choice, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, Specials, STOCKS

Gimme Shelter. Stocks For This Storm.

AUGUST 17, 2019. Civil safety messaging is mostly about releasing dire information “appropriately. Never panic people.” That includes bridge collapses and raging epidemics. Never mind the yawning gap or the bodies. And GE may be another Enron fraud, but it’s “inappropriate” to say so. Panic’s destructive in it’s own right, but the clear truth helps, if you can get any in time.
Here’s some. The storm’s upon us, parked and churning. Our economic globe’s spinning more slowly now, and the trade bomb’s going off slow-motion style. Gimme shelter. It exists, if you look.
Meanwhile even keen people confuse trade friction with overarching reality; a mud fight for global influence and economic predominance.
This cultural slipknot around our prosperity isn’t about to loosen.
Years of exasperating trade talks with the multiplicity of Japanese “faces” ended only in fruitless exhaustion. They never truly opened their markets. Japan yet lives in an endless recession.
Global slowing, fed fumbling, and the tariff tilt are boring a hole in confidence.  That trade face-off that once seemed so sensible now spins with much darker import.  Many are now playing not to lose, and offering stock picks accordingly.  We look inside those picks.  It’s not that complicated, when you actually do the looking.  “Gimme Shelter. Stocks For This Storm.”

Read more
FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

ETSY. Real Deal Or Just A Reflection?

AUGUST 11, 2019. For nearly two years now ETSY’s been migrating it’s operations to the Google Cloud. The artisan-driven hand-crafted goods marketplace is melding old and new to stoke an even larger fire. Big Data-fueled insight and analytics are at the wheel for this Brooklyn-based singularity.
Learning from Amazon is key. Think free shipping standard. “Price it in. Helping buyers find items, building trust in our brand, and the confidence to buy,” says CEO Josh Silverman. The “find items” element of that brew is labeled within the company as “Search and Discovery.” Well, of course.
We’re doing that as well, in an attempt to understand why shareholders have abandoned ETSY like a burning ship, while it’s sales are blowing full. STOCKjAW looks inside “ETSY. Real Deal or Just a Reflection?” 

Read more
Editor's Choice, EDITOR'S DESK, INVESTING, MARKETS/ECONOMY, STOCKS

Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.

AUGUST 8, 2019. Investing insight has a short shelf-life. We just covered Ford. Now we’re stockjawing again. Why? Ford’s a miracle. Now is the time to recognize that–right now. Again–why? Others are beginning to catch on. Ask Adam Jonas of Morgan Stanley.
Why is Ford all the rage again, so soon? Again, it’s a miracle, even more so since Monday’s market face-plant. Ford’s Fa King dirt cheap, almost free. The dividend is sky-high, at 6.33%. And? And increasingly many believe it’s payable. And? And it’s holding up like a heavy weight champ, amid some of the fugliest conditions we’ve ever seen. Again, think Monday. Think “Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.”

Read more
CULTURE, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

Ford. Fabulous Still? If It Runs On Gas, It’s Time Is Running Out.

AUGUST 2, 2019. Summer’s end always seems near when the calendar opens on August. Who doesn’t feel it? The pool splashes on, but not the same. Seasons’ change fills the air, and it fills the air for Ford.
It’s been 116 years since the T and 57 more since the Mustang. Every Ford from then to now has been pushed by gas. Gas is now sad. As the planet chokes the auto industry shambles for form–compact, sedan, gas, big, small, diesel, shared, hailed, hybrid, or EV. It’s the menu at McDonald’s.
Some say the Germans are in the lead, again, soon to be offering real choice. The Chevy Volt’s a joke, and the Toyota Prius isn’t. The Tesla galaxy’s in trouble. Musk’s on a leash, as is our Great Electric Hope.
America’s need is grand and we hate limits. Besides, where you gonna plug-in?
Ford’s trucked between the battery technology rock, and the environmental hard case. Meanwhile the company lives on big produces that rely on cheap gas. Now they’re livin’ on a big dividend promise as well. The vice is closing, socially, despite the price of gas and the shale revolution. If it runs on gas its’ time is running out. Ford. Fabulous Still? (Lead photo; Sunset over Detroit.)

Read more
CREDIT CARDS, GREEDY CREEP, INVESTING, MEDIA, MONEY, THE AMERICAN DREAM, THINKING NOW

Oops…Somebody’s Thinking.

JULY 21, 2019. Savvy people have no “betters.” They realize complaining accomplishes Fa King nothing. Savvy people only do so after the work is done, and just for fun. Shaking the robbers off of your money is like soaking the sump pump stink out of old shoes.
Wall Street’s job is to lie and steal, concoct and on occasion create, a moment you can actually use. No sump pump on the planet’s strong enough to suck that stink out of Wall Street. No juke you can throw will fully dodge their busy hands.
However, you can keep things relatively fair when it comes to your retirement and investments.
No one-time fix exists. It’s more about containment, while creating your own good. “Oops…Somebody’s Thinking.” Nice.

Read more
BUSINESS, EDITOR'S DESK, EDITORIAL, INVESTING, MONEY, Reader's Choice

Blind Investing by Fidelity. It’s More Fun Without Those Pesky Facts.

JULY 18, 2019. Someone wants your help with their Fidelity retirement account you say? Nice. Fidelity’s literally got that covered. Their “Limited trading authority’s” darkly ingenious. Just close your eyes and select.
Who doesn’t enjoy a blindfold for a car rite, or while investing? Handcuffs and half-facts too. Relax, it’s only your nest egg. All mutual finds smell different over the phone. Besides, investing research grows dull when you can actually see the facts.
Admit it. Everybody loves game show-style retirement navigating. Details muck everything up. Fidelity’s unique Zero-View format is for anyone attempting to help a participant in any of the retirement plans they manage. How? Fidelity snaps off the lights and instructs you to ask questions, over the phone. Two ways past this bat-mad lunacy. “Blind Investing by Fidelity.”

Read more