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.

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America The Targeted. Globalism And The Scat Behind That.

JANUARY 1, 2019. The taller, the more visible. Oh, and you’re a superpower? When compared to you, yeah. Winning wins and haters hate–and criticize. working always works better than complaining or criticizing. Yet–there it is daily. That’s not new. Bu the relentless push for the “greater good” in the form of borders without any barriers trundles on.
The ugly responses to affluence march on as well. Many love the Unite States while others the opposite. But then–so what? Argue either side all you want, yet success invariably churns up a frothy wake of haters. There will never be a shortage of people prepared to tell you exactly how to behave. But that’s never a mark of culpability. Rather, it’s more often a sign of winning. So hate on haters. Make no mistake abut global business.
Economics is war. Winning wins and losing sucks. Bring on the bullhorns. That’s often the only “contribution” some can offer. That’s not America’s fault, nor our problem.

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Globalism. That Gooy Goodness.

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.

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Peeking Over The Wall. An AMLO Christmas.

DECEMBER 25, 2018. Bunker America? What does a 1600-mile wall look like? Long, expensive, and mostly metal–if it happens. Some say fences make good neighbors. Perhaps, but what’s going on over that nascent wall?
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.

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Wheaton Precious Metals UPDATE

DECEMBER 10, 2018. Gold titillates in the best of times, and more so in the worst. Neither describes current murky market reality. Yet, gold’s on the minds of investors.
Vancouver-based Wheaton Precious Metals is a derivative play on this pricey commodity. Yet is it a buy? Attempting to refine that picture, STOCKjAW updates yesterday’s piece on Wheaton. WPM, the rest of the story.

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In Is Good. Out Is Good. Too Much Leads To Blindness.

DECEMBER 3, 2018. Powell’s an artist, a fore-runner. Rookie fed chairs aren’t supposed to electrify. Yet Jerome’s a Star now and rates will rotate around him like a constellation of glistening divinity. Who knew? Are we really “not far” from O.K.? Whatever.
Good news. If you’re in or if you’re thin, we’ve got reasons for you to congratulate yourself.
Like a famous German doctor, Powell administered some essential life juice. The moribund equity market sat bolt upright and roared.
But what about you? Wednesday’s rally brought all sectors to life, investors invested party-hat style, and growth looked good. Nice. Again, whatever.
Are you long-term? Did you hit the exit in October? Should you love your way back in now?
Dead cat bounces and relief rallies don’t spell “BUY” to us. We want more before we show our money. Yet, Verizon went on sale yesterday.

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