EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Shock Wavin. Verizon And United Health Battle Concussion Waves.

DECEMBER 11, 2018. Poseidon ruled beneath the waves. It was much calmer below. Peace ruled but breathing came in gulps. Positive price-action is now much like a gulp, when there is any. We would settle for a slice of stability. Got any?
Markets are in correction pain mode and relentlessly technical. “Fundamentals” you say? Fundamentals are not driving. Vast swaths of stocks with good fundamentals now struggle beneath concussive waves of their descending moving averages. Little breathing occurs that far down. And what about fortress companies such as United Health and Verizon? Bulwarks both.
Yet keep the following in mind. On-going instability and down-trending volatility are this market’s rule. STOCKjAW snorkels the depths on two of our strongest survivors. Even these stars are in a very wavy way.

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FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Felony Gold?

DECEMBER 9, 2018. Going ga ga over gold hasn’t paid off for decades. This precious metal’s spot price has been planted in cement. Can it be played from the side? Vancouver-based Wheaton Precious Metals lives on the hope. Should you?
Smart people will assure you that gold is a “safe haven.” “Gold’s gold.”
Any and everyday many people will confirm that a cataclysm is coming. Economic breakdown hunkers just past the next price-action crack. Maybe.
Gold’s allure seems eternally magical. Exposure to the commodity can be direct, through ETFs, or derivative. Wheaton employs a business model that leaves mining risk to others. How is that working now? And how can any model outperform when the underlying commodity price has been locked beneath permafrost? STOCKjAW takes a closer look.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, TECHNICALS

Inverted. Can United Health or Boeing Float Through This?

DECEMBER 7, 2018. The view is different upside-down. You’ll hear then say that about the “inverted yield curve” Is that real? What’s it do just before the end?
The dreaded curve yielded on Tuesday. But this one was the twos and fives. That’s kid stuff, but look what happened. Smart people say an inversion of twos and tens spells doom, the equity death dirge. We’re close, very close. We don’t know if anything lives through that. But aren’t inversions like volcanoes? They may huff but they don’t always go off.
Meanwhile, United Health and Boeing battle along with the rest. How are two towering leaders doing amid a very busy brutal mix? Do you trust them still? STOCKjAW takes an informative technical look.

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FUNDAMENTALS, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, TECHNICALS, THINKING NOW

Fabulous Values. Glamorous Prizes. QuikClot Anyone?

NOVEMBER 27, 2018. How cheap is cheap, and how much might that cost you in the end? Buying cheap in a tumbling market may mean “bring QuikClot.” Cheap can be a funky dead money pit. Those are known as “value traps.” We have a prime example, maybe four.
Diversification ranks as the only free lunch and everything else costs. Prices vary but actual “value” varies more. Nature provides in the summer and takes away in the winter. Bulls provide while they run and value calls when they stumble, or are tripped.
Are low price-to-earnings multiples, or flouncy dividends, reasons to buy? STOCKjAw swivels a spotlight on value now.

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EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, MARKETS/ECONOMY

Valuation Fun With Peg And P/E. “Who’s P/E Again?”

NOVEMBER 25, 2018. Go ahead. Jerk the O-ring on any Chatty money manager. What comes out? “Valuation.” That’s right. What’s it worth now, after the splintering market-wide mud slide.
Obsessions come in every form and some are healthy. We have two, or actually one, with two TRUE faces.
Maybe, possibly, this bull’s not dead. But it’s no longer moving. Wave goodbye.
Those glorious bag-ramming gains of a happy mile-wide market have popped. Think soap bubble. Gains will not tumble forth in twin-fisted flurries. Late has darkened to later. Gains will hide hard, in crumbs and invisible to many. Why?
Nine-year-old bulls do not rage. They amble.
What investors face now is a pure “technical” market. Translation? Only the few will prosper–both companies and investors. But how? Discipline and precision. Wanna win?
Don’t move without knowing. Wanna prosper?
Precisely pin the true current value of your equity candidates, and never over-pay. STOCKjAW shows the way.

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BUSINESS, EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, TECHNICALS

Fugly Fun

NOVEMBER 23, 2018. No need exists to check the judges score cards. Facts often stand clear.
Facts are also fugly at least half of the time. Now is that time. The bull is dead, killed by mouth. Now we know, words do kill.
The fed is a proud club much like the ex-presidents, or NFL team owners. No? Take a quick listen to Stanley Fischer’s recent comments on fed independence.
Poking the fed with a verbal stick brings only backlash, much like attempting to bully the Chinese. Is Powell watching? Or will he prove his “independence” at investor’s expense? And Trump’s trade war? Correct or not the damage is piling up.
Cascading equity prices are how we live now. We witness support levels vanishing daily. Nightmare charts abound and we have the most frightening one right here for you.
Smart voices will tell you that what’s next remains a mystery. Is that new or different? It’s absolutely different from the past nine years. Big money has already repositioned, pushing old school defensive names beyond any viable entry point. Can you really afford to stay in this market? The view from STOCKJAW.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

Master-Blaster Powell’s Spam Hole Apocalypse. Our Fix.

NOVEMBER 5, 2018. Who knew? Well, most people. A single word or phrase from the federal reserve can move markets. Jerome Powell’s “over-shoot” comment threw markets backward. Throw in the escalating fear of a very real trade war and markets dive.
“Not to worry–it’s a common correction. It’s healthy.” We heard that. Does a 20% decline in portfolio worth sound healthy?
We know what you’re thinking. “It’s too late to reposition.” It’s only too late to adjust you positions if you want traditional defensive stocks–consumer packaged goods or utilities. Better plays exist. Besides, like us, you may want to look at your research habits as well. We did. Glimpse our four fix points for a far less “accommodating” environment.

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