SEPTEMBER 10, 2018. The Economist covers the entire world, in a week, every week. But what does it tell us? In August the paper told us “The way forward on immigration.” It’s good to know someone has all the answers. But can we sleep safe? Not if you believe in democracy, or national self-determination. This paper beats only a globalist drum. And it does it on every topic, with answers for everyone from Botswana to Boston. And that means you bub. Enjoy. We did, after we calmed down.Read more
SEPTEMBER 3, 2018. Market risk rolls on, every second you’re invested. All the fancy dancing in the world will not protect you from crushing losses. Think ’08. Diversification helps. But just like boxing, you’re either in the ring, or not. If you’re in win, don’t dance.
Owning five hundred stocks is hardly winning. Nor is it effective risk management. It’s hedging. It’s playing not to lose, while facing most of the same risk. You can’t dance and win at the same time. Again, you’re either in or not. So punch to win. Why not? Your ass is on the line either way. Do you truly want to brawl for a bag of quarters?
SEPTEMBER 2, 2018. Markets change and so do portfolios. Half of that gyrating is needless, and expensive. “Somebody’s got to pay the bills.” Right. But don’t let it be you.
Markets are like clock hands. They move. But they always arrive right back where they began. Few really need to take that predictably painful journey. Understanding the game and thus skipping the trip isn’t hard. Even when the market becomes dry, most of the good stuff remains right where it was. Stay where you are, if you enjoy superior returns.
AUGUST 3, 2018. Retail investors are customers.
We are the business of retail brokers. What do you say upon learning that twin price-performance metrics are routinely displayed for the very same stock and period–on the same page? What do you do when the P/Es from the same system also don’t match? And if they’re off by a factor of 4?
Mismatching metrics can be your reality, and precisely why STOCKjAW created Money Chops. Money Chops shows you how to do the numbers yourself.
Doing your own numbers puts accuracy in your hands–at least as much as possible. Trusting and trading on dodgy data puts you in the hot seat. Trust is no substitute for knowing.
Tracking down precise company-issued EPS and calculating the P/E takes time and ranks as tedious. Same goes for price performance. Yet are you ready to move forward when the most important metrics investors rely on come up in mismatching pairs? You don’t have to. Here’s how.
JULY 23, 2018. Seems obvious now. All returns are, in the final analysis, relative. Benchmarks light the way for all. Are you beating them? We are, like a gong.
Relative performance is the measure of success. It’s in the numbers and we have ours. What has STOCKjAW returned year-to-date? And over 12 months? From now on the Sj Portfolio page includes total performance data for every position we own, and for us. Compare our results. Find our winners, all in one place on our streamlined Portfolio Slideshow. No hiding here.
Data for all.
JULY 13, 2018. Beyond politics and a polarized media, the facts defining trade and NATO stand clear, despite media spin. Both are negotiations, not some flossy brunch with the partners. It’s business, national business, and that means upset.
But not to worry. Our European allies dearly love us–like a Sugar Daddy. Besides, fussing is much easier, and cheaper, then reworking insular national budgets. How upset does your daughter get if the funds aren’t there?
World War II ended 73 years ago. The Soviet Union collapsed 27 years ago. Treaties are binding, all round. Abrogations matter. Yet, is the United States really obligated to continue subsidizing the security of nations unwilling to live up to their own treaty commitments? If they don’t care enough to pay, why should we?
In stark violation of WTO rules, and free trade, China subsidizes, dumps, cheats, hacks, and shields, on behalf of its’ industries. Japan’s done so forever. The WTO is AWOL. Successive U.S. presidents have sat on the issue like an egg, and hatched a fat zero. But no, don’t do anything different, like tariffs. More importantly, never be disruptive, or unpredictable. Somebody might get upset. Worse yet, things might actually improve.
JUNE 27, 2018. Is the US equity markets snuggling-in for a prolonged trade ruccus? Stones of tough trade talk are tossed into the stock pond daily. Welcome to the new–never mind. No one really knows what’s next. It will no doubt come from above. Get a helment. Or better yet, adjust where you’re standing.
The impact area of this trade exchange includes many stocks, and Alibaba too. How can that be good? How can that even be O.K.?
Alibaba is the king hell juggernaut of the east. BABA proves that the runway for Amazon is much much, much, longer.
Nice. But BABA’s in the blast zone. Are you going to stay?