DECEMBER 8, 2019. Core truths lie deep within baffling complexities. That’s life. The art of living well often means rediscovering such. Amen. That’s now.
The holiday season often functions as a garlanded flashcard. When our crazed lives ease just a breath we again realize why we do it all. Such works with investing as well.
The core truths of stock investing serve us all and will so tomorrow. The sound, fury, and utter nonsense, of the retail investing carnival swirls daily. Yet, these five foundational truths remain., regardless of the market. When you think you’re too clever for these, you’re begging for fugly. Here they are. “5 Points to Portfolio Perfect.”
NOVEMBER 29, 2019. Investing’s bone-simple. Leverage assets over time. A pair of active ingredients are required. An asset and time. Now this sweet little goodie kit’s all tied up in a big bow for you. Nice. All you do is make it pay. That’s why we’re talking about it. Example one.
This bustling holiday season consider Amazon. The site. Besides shopping from home, they’ll give you 2% just for having a heartbeat. (Correction–this original statement is inaccurate. We attempted to track this back down. with Amazon staff. No 2%–our mistake). We did however get a tidy $10 buck kicker just for loading $100 on to an Amazon gift card. And? And bring that together with a card.
Think credit cards. If you sign up for JPM’s “Amazon Prime Rewards Visa Signature” card, they’ll pay you 5% cash back for using everything you buy at Amazon. Amazon offers over 200 million items. Walmart offers 2 million. Yet there’s even more fun with cards. Big fun.
Still thinking cards. Got student debt, a car loan, a mortgage, or interest-bearing credit card debt? Wonderful. You can kill some of that. Or instead, you could create some fall-back liquidity, or even a sparkling new appreciating asset. How about a chunk of 5% dividend-paying stock? And you can do so for nothing but being smart. “From 0 to More. What 0% Means for You.”
NOVEMBER 24, 2019. Are shock and back-turning outrage merely quint now? Does a history of criminal antics put you off? Haven’t we seen it all, including fraud so vastly sweeping it’s visible from space? But then, think about it. America sports a spectacular spider’s web of laws so dense that even a Popsicle stand would violate something. Right?
All of the above being true, no excuse exists for the Criminal Twins. The Twins are the recidivists we’ve chosen to embrace, in these uncertain times. Why? For one, they pay. They’re not perfect, yet finding something that works in this market is good, regardless of their rap sheets. And as we said–they pay. Are these corporate repeat offenders still a buy here?
Enjoy. “Soaring With Vultures. The Criminal Twins.”
NOVEMBER 16, 2019. You need socks and stocks. You don’t wanna pay. Is Wal-Mart your way? Yes socks and maybe stocks. Back in the day there was Y2K. While others worried over the end of the world Wal-Mart was thinking groceries, and an even bigger future. Netflix was new and busy over a predictive algorithm. VHS yet clattered on and trash-strewn cable snorted and roared and robbed everybody every night.
Meanwhile Wal-Mart thought about–right again, groceries, and a blue heaven of fabulous sprawling one-stop shopping, the way mother never did it.
Simultaneously Thomas Jefferson–oops, Jeff Bezos, was laboring like some mad troll out in the mists of Seattle. Jeff was re-envisioning America. Let’s face it. Americans are professionals, at shopping, and doing so from home has always been the inevitable American Dream.
Straight out of Jeff’s bubbling cooker popped Marc Lore, freshly resentful and bent with intent. Burning hot in Hoboken Marc sharpened a savage scheme to gut-punch Bezos. Lore promptly began Jet.com behind the clever refinement of even lower online prices, driven by efficiency and extreme cost cutting, mostly on a new shipping configuration. Customers could save if willing to wait, bundle purchases, and select vendors within the same region. Big surprise. Wal-Mart noticed and popped out their Wal-let.
Jet.com’s now part of Wal-Mart’s fast growing e-commerce push, and again–Fa King groceries, are the center of all that. And after we remind you that Sam Walton’s Wal-Mart was begun in ’62 in the harboring Ozarks, Rogers Arkansas, not Bentonville, you’ll have heard the roots of modern American Retail. “Should You? Wal-Mart?”
NOVEMBER 14, 2019. Who’s got your back, front, and middle, when you’re investing? You hope it’s your broker. When you wade into the retail investing world you’re holding hands with those in between you and the trading rig. It’s a complicated business and how they do it and what they’re bringing matters.
The world’s weird busy. We spend as much time beneath the umbrella of our broker as we do with our loved ones. How we’re treated and what we find there shapes more than the moment. Such shapes our experience of investing on a daily basis, and the returns we see at the end of each. We share some of how in “Moonbeam Metrics. Schwab Brings Out Light in the Night.”
NOVEMBER 9, 2019. Hurricanes, typhoons, and cyclones are all tropical storms. Mostly they differ only in hemispheric location. Does it matter what we call them? All create chaos and loss, with a halftime pause. This year’s hurricane season ends on Saturday, November 30th.
Wall Street and those who comment on said have no season. They create chaos and toss shit around all year long. We saw that this week. Xerox? You Fa King kidding? 92%YTD. Oops. The Real Real”s apparently not all real, and neither is most of the coffin nail-pounding hog shit spun by the street. Spin’s just business, like loose electricity, regardless of the precise nonsense it’s comprised of.
We do our own homework, like a mad typhoon. Why? It’s nobody’s money but ours, and trust is no substitute for knowing. Even really smart, savvy, and honest people disagree, and blunder sideways to the tune of billions. On Wall Street you often can’t even tell you’re in a blow, until you’re already spinning. Besides, you don’t really want to repeat goofy moves made by others while crouched in “The Eye of the Storm.”
NOVEMBER 3, 2019. Mashing your numbers is a terrible and embarrassing thing. We did that yesterday and we’re mopping up now. Apple is truly wonderful and amazing. Apple TV launched last week and already an analyst has suggested the service is a reason to buy the stock. That’s sweet.
Opinion is fine but accuracy shines brighter, like superior programing. Apple might be offering some of that, but not much. When Tim Cook announced Apple’s quad package of services last summer everyone heard that Apple TV had 24 shows lined up. Apple TV+ has precisely 9 shows now. Nine.
Last week HBO launched HBO Max., and NBC slipped-in the notion of offering their ad-supported “Peacock” streaming service for “free,” if you can stand the ads. Peacock is “on-demand,” but with those goddamn ads. Let’s just say the arena Apple’s entered with TV+ is exceedingly crowded, add they’re very late to the battle. Here’s our hi-def on-demand “Apple TV. 4Ked.”