EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, STOCKS, TECHNICALS

Junk Squawk. Whatever. FORD. What’s Next.

SEPTEMBER 14, 2019. TV news. What’s not to love?
Who saw this? The feds rolled another dawn raid to net suspects. They followed that with a perp-walk, which led to a news cycle, about UAW leadership. Hum. Why? Both current United Auto Workers president Gary Jones, and past president Dennis Williams, among others, are suspects in an on-going federal probe concerning corruption. Wow. Flashy news no doubt, however the story behind that is more Ford’s concern–one concern.
GM’s now in contract talks with the UAW, and Ford’s up next. GM’s contract with the union ends tonight. Ford’s does not. And?
Ford’s a turnaround story. Labor is but part of that process. What else? California, D.C., China, and Moody’s. They’re at 7 World Trade Center. Did we leave any junk out? How about that Ford’s climbed 23.53%YTD, and 5.47% over the past twenty days? That’s a turnaround right?
Can we keep the dividend? “Junk Squawk. Whatever. FORD. What’s Next.”(Cover photo; Ford’s 2020 GT-500 Shelby Mustang. Cirrus Crisp.)

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FUNDAMENTALS, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, STOCKS

Off Label. JNJ. Do Not Drive, Operate Heavy Machinery, or Invest…

AUGUST 29, 2019. Savvy investing’s bone-simple at its’ core. Buy lower and sell higher. The problem is what lies in-between. What lies in-between is known as risk. Risk comes in two forms. You don’t want any of either.
“Market risk” can only be avoided by not buying. “Individual issue risk” can be selected and “managed” by knowing what and when you’re buying. And Johnson & Johnson?
Opioids have proved a problem whether prescribed, taken, or neither. No? Then why are forty of fifty states already on-board and suing? Who wants trouble? Is buying JNJ’s trouble really “defensive?” Not everyone’s scheduled for court, tens of thousands of times. “Off Label. JNJ. Do Not Drive, Operate Heavy Machinery, or Invest…”

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CREDIT CARDS, GREEDY CREEP, INVESTING, MEDIA, MONEY, THE AMERICAN DREAM, THINKING NOW

Oops…Somebody’s Thinking.

JULY 21, 2019. Savvy people have no “betters.” They realize complaining accomplishes Fa King nothing. Savvy people only do so after the work is done, and just for fun. Shaking the robbers off of your money is like soaking the sump pump stink out of old shoes.
Wall Street’s job is to lie and steal, concoct and on occasion create, a moment you can actually use. No sump pump on the planet’s strong enough to suck that stink out of Wall Street. No juke you can throw will fully dodge their busy hands.
However, you can keep things relatively fair when it comes to your retirement and investments.
No one-time fix exists. It’s more about containment, while creating your own good. “Oops…Somebody’s Thinking.” Nice.

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CULTURE, EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, TECHNICALS, THINKING NOW

Turd Spotting. Roku. The New Cable.

JULY 5, 2019. Facebook didn’t charge you up-front. FB played your back side, the data usage shell game. Roku does both and more. Roku deceives you up-front, charges you for their device, then leverages an account and a c card to activate what you already paid for, tracks your every move, pimps you with the ads you sought to dodge, shares your personal and viewing data, and then assists others in their attempts to target and track you. Roku is the new cable, on steroids.
Free was never free and Facebook illustrated such. The old East Germany was never free and the Stasi showed that. Today many simply flip their privacy away like a cigarette butt. Years ago Zuckerberg declared blithely that “privacy is dead.” FB then created the standard of contempt for “privacy” in the digital age. None. Like Daniel Ortega he’s now on the other side of that. Whatever it takes.
Along came TiVo, and their DVR surveillance platform. TiVo brought advertisers right on to your sofa. Only one step remained. Direct surveillance. Apple’s now got that covered–auditory and visual surveillance. No? Sharp consumers found the Apple camera in their digital assistant. There’s also Mitsubishi TV. They also tell you, after you buy and install.
Is it only Us? Little things create character. Roku is dishonest, by omission. “So what?” Dishonesty displays contempt. Dishonesty in business displays contempt for both you, and the business you bring. Honesty means saying “Credit card required to activate.”
But they don’t. If Roku games you like that from the very start, what else do you think they’re willing to do? Sj shows you.
Contempt, “the feeling that a person or a thing is beneath consideration, worthless.” -Google. That’s why Sj is “Turd Spotting. Roku. The New Cable.”

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CULTURE, EDITOR'S DESK, GREEDY CREEP, MEDIA, THE AMERICAN DREAM

Cord Cutter. Claw Back. Your Time, Your Dough.

APRIL 28, 2019. Music met television and they couldn’t keep their hands off one another. House on fire. MTV once played music and drove cable by outer space-sized leaps. Homes lacking a hookup became campsites overnight.
That raging fire died long ago. Prices bled into stupid while lineups bloated with garbage. Together they produced only a nation-wide hangover of singed resentment.
Today the shocking brilliance of cutting-edge creators runs more free than ever. Cable brought that, over outlets such as AMC and FX. Yet pure nonsense is devouring cable. The entire point of being an American is getting what you want, especially once you’ve Fa King paid. But cable lost that key and has no intention of providing what people want. Broadcasters grew deaf and blind over decades, left solely interested in collecting from an obdurate system blinking on “Autopilot.” And now? Cord Cutter. Claw Back. It’s you time, and your dough.

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CULTURE, EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, MARKETS/ECONOMY, MONEY, THINKING NOW

Money Talk. Tone Matters.

JANUARY 10, 2019. Some say market downturns dissuade. Casual investors stack statements to one side. They pile up just like the losses they report. Not us. Quite the opposite actually. We love it.
Investing’s difficult, until you accept that investing’s difficult. At that point, if you’re still paying attention, it’s fun. Losses still suck, but in an entirely different way. Once fully committed, losing only ups your game. Maybe Alabama will go that way. Or not. Have you. Never avert your eyes. Full agency is the way.

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GREEDY CREEP, INVESTING, MARKETS/ECONOMY, THINKING NOW

Toxically Crispy Is Not Value. What Is?

JANUARY 9, 2019. Radiation doesn’t really glow in the dark. But real value does. Beat the weeds if you will. But the good stuff lives in the light.
We live in macro times. The equity train has been hijacked by politics and global economics. Nothing new here. In the midst of this macro beat-down even the best and brightest have been beaten bloody. Now’s your chance–and ours also. It’s bargain-hunting time–really. But what’s a bargain look like now?
“Value” does not roll off an assembly line with an orange sticker. Value is created, and bargains don’t flow in only one direction. The buyer’s forced to give something up too. But what? Weak fundamentals, technicals, or the stark fear of the unknowable? Pick your poison, because you don’t get out the door carrying value, without also taking a does of something ugly. STOCKjAW points at which ugly to pick.

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