EDITORIAL, INVESTING, MARKETS/ECONOMY

How Far Can This Market Fall? How Deep is the Ocean?

APRIL 16, 2019. No shortage exists. Glance behind. The line begins at your back and everyone there wants to “help you,” for a price. Sign-up for yet another ass-wipe newsletter. They have a “seminar, just for you”–you and your credit card.
We want nothing from you. We’re sharing our journey with you because we love it, and we were once callously side-swiped by the filthy retail investing hucksters and don’t want that to happen to other people. Here are the facts as we best see them. Our market is expensive. That means danger. No one ever got paid a Fa King dime for playing on the highway. This market’s now a highway.
No definitive warnings are ever issued prior to fugly market resets. They happen like earthquakes. They also leave behind destruction. No shortage of doomsday hucksters exists either, and they have “newsletters” too. We’re not calling for doomsday. We’re saying prices are high, and high prices always come down. Often they do so in a sudden sickening gut-wrenching manner. That’s history, not opinion. Buy high, fall far, and this market is tall. Tick tick.

Read more
EDITOR'S DESK, EDITORIAL, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Harbor. Here Comes The Storm.

MARCH, 31, 2019. Times change. But god it’s been nice. For years we rode that rising wave. Everyone had a great time. Now it’s curling if not crashing. Storms have come to our formally splendid seas. Many have harbored. As the placid and neat turned angry, utils have grown too expensive to buy. That’s how it goes. Did you grab your slice? Upward and onward we go. Oops, we meant simply onward, and up and down.
The S&P can’t hold 2815 with either wet hand. Our fed’s given up attempting to predict what he isn’t reading. Our bull’s shuffling restlessly. Long term investors are rethinking their approach, as every spike simply melts away into sad little puddles. Has your thinking shifted? Still attempting to climb in that smart slow way? Yeah, us too. But we’re scattered.
Predictable pauses had for years led gracefully into plumy runs of joy and slap-happy success. We’re here to help you forget all that. The way forward feels different now, more difficult, and clearly less promising. We’re struggling to maintain focus. We’re ready to instantly sell any three hundred dollar move. But we did exactly that when ETSY reported, and were promptly left behind.
Market storm socks are stiff. Headwinds shift and gales whip ugly everyday. The warnings are in the water. Our markets now, as seen through five mega-leaders and their clutch of sectors. FANG will not prove a pristine harbor this time. Nor will healthcare. We’re all gonna get wet.

Read more
BUSINESS, CULTURE, EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Standing Tough. SJ Portfolio Now

FEBRUARY 3, 2019. Change often comes in a flash. Ask the man who brings pizza to our office. He sports shorts everyday. He came from southern California where snow is unknown and assures us “its’ all good.” That’s when we pay him 50% above pie price and discuss stock picks.
He’s one of the few and only the few who wear shorts year round. Shorts in the snow may be an individual thing, but for sure only the rare individuals own individual stocks when things get tough. That’s like shorts-wearing while strolling the snow around the building ledge. And only the few out of the last group make it pay.
STOCKjAW works around the clock to make it pay. We’re lucky that way and share it all with you joyously. It’s not a secret to sell, as far as we’re concerned. It’s spreading the joy. Stand tough now and you’ll get 50% above pie price. Our picks now.

Read more
BUSINESS, EDITORIAL, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, MEDIA, THINKING NOW

No Speed Limit To Stupid. Chopsticks Please.

JANUARY 8, 2019. Wanna go for a joy ride? Snap on CNBC. A lot of fast air exists there. Some say Becky Quick can get Warren Buffet to talk truth. Becky is a stone professional fully capable of getting most any man to say nearly anything. On the other hand Joe Kernen just says, anything.
But really, the parade of financial advisors tromping through are the unreal deal. CNBC’S Chief Market analyst Bob Pisani is terrific. The man adroitly sums up market action in mere moments. Some say Americans are both lazy and violent–thus the drive-by. And that troop of “guests?” Is that some sort of lazy drive-by “advising?”
Kernen’s ceaseless shuck-and-jive in the morning gives way every afternoon to those investing advisor cartoons. Even when water-boarded they spit forth the same spam. What’da ya expect for free?
Bring chopsticks if you intend to consume.

Read more
CREDIT CARDS, CULTURE, EDITORIAL, THE AMERICAN DREAM, THINKING NOW

America The Targeted.

JANUARY 1, 2019. American innovation did not fall complete from heaven in a Ziploc. It’s American ingenuity and ingenuity isn’t free. So called “forced technology transfer” is neither free or trade. It’s Fa King theft. No level playing field exists internationally, nor will any soon–if ever. Some say that “no one wins in a trade war.” Really? Such nonsense can only come from the uninvolved. The real question is how much brute and outright theft does it take before the U.S. acts? Don’t look to the WTO or the EU for any help.
China has no intention of engaging in fair trade. Really? It’s no surprise to anyone who reads us, that we harbor zero respect for The Economist’s bent globalist agenda. They don’t hide that. They call it “advocacy journalism.” Thus, no confusion remains when even The Economist admits the Chinese are cheats, liars, and thieves.
We can hear it now. “Chauvinism.” A Google search defines chauvinism as “exaggerated or aggressive patriotism.” Such terms are largely subjective. What we do know is that years ago Google told the Chinese apparatus to go screw itself and promptly vacated the country. That was over censorship. How can America ever trust a system that’s systemically dishonest with it’s own people?

Read more
BUSINESS, CULTURE, EDITORIAL, GREEDY CREEP, MEDIA, THINKING NOW

Chinese Charm. American Assets.

DECEMBER 31, 2018. On the cusp of a sparkling new year, who can deny it? China is thrilling, and amazing. As Anthony Bourdain noted, it’s far too large, diverse, and old, to know. Nonetheless the world clamors and struggle’s to be let in. Even Alphabet has switched course. From without, China is yet more a paradox than not. And on it goes.
Globalism daily corrals more of our thinking. Advocates prattle about that big pie of unity. The so-called synergies of an efficiently interconnected world system are said to be worth it, and nations without barriers the path. Can we have a “nation’ without barriers? Having cake and eating too.
History is not a blank state–oops, slate. History indeed is routinely “written by the victor.” Yet not all history is bunk. Thanks Aldous Huxley for the joke. What in fact does history tell us about China’s ability to become a trusted and open free-trader? Is their true goal simply economic? U.S. history has never been simply that. STOCKjAW takes a closer look.

Read more
CULTURE, EDITORIAL, MEDIA, THINKING NOW

Mexico’s Reboot. The AMLO Way.

DECEMBER 25, 2018. Some say fences make good neighbors. Perhaps, but what’s going on south of that perhaps wall? For the first time in decades an authentic power shift now holds out a promise for Mexico. Money talks everywhere, but nowhere more so than in Mexico City. The monied establishment Pri party is out and populism is in. He’s known as AMLO.
Our southern neighbor just concluded an election of mind-bending violence, leaving more than 100 politicians dead. Right–100. Mexico also yet faces crippling entrenched corruption, and a 40% poverty rate.
We also see a new president just assuming office, one willing to listen to the ordinary people. He prefers plebiscites. He’s vowed to “uplift the needy.” Before even assuming office, he has indeed stubbed his toe, and “damaged the economy.”-The Economist.
Andres Manuel Lopez Obrador is being called a “left-wing populist” by the often superb British weekly. That’s bad right?
AMLO deserves a fair shake. The new guy is daring to try alternatives, like it or not. The Economist does not. The paper talks blithely about “AMLO’s errors” and “…going about it in the wrong way.” Really? Mexico’s issues are complex. Nothing’s simple there, except “Plata-O-plomo.”
What does the paper offer as better?
They offer paper-thin, single-word solutions such as “improve,” “secure,” and “strengthen.” That’s it. Read what they said. Decide for yourself. We did.(Cover photo) El Paso. The turf between El Paso and Juarez ranks as one of the hottest boundaries worldwide.

Read more