FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, TECHNICALS, THINKING NOW

Bank Shots. Rates Play Rim Protector.

APRIL, 6, 2019. Buckle your couch belts for all the excitement. It’s simultaneously time for both the Final Four, and Earnings Season. Did your bank transfer? “Survive and move on” remains the way. Please be advised. No shortage of Cinderellas or shilling money managers exists now. And once again, none will fail to foul or front for their favorite financial.
It’s make believe time all over again. Super-heated gases will leak forth from your screens. Back up., content and advertising will meld. Trash will be talked. This smear of nonsense will end only after earnings are done, the nets are cut down, or CNBC finally bloats into a purely promotional gas giant.
“We love Tech–and the financials right here.”
Goddammit. Jamie Dimon doesn’t even “like the financials right here.” “Why do you like the filthy financials?” “They’re cheap, like dirt, and they hit their fros.” Well–of course they do. What else have the banks had to do, except work their fros? NIM is nonexistent.
The banks haven’t done a goddamn thing since that guy on the $10 bill was running the Treasury. What about now? Did Wells Fargo, Chase, or Skank of America transfer to your Final Four? STOCKjAW takes a reality look, again.

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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.

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BUSINESS, FUNDAMENTALS, INVESTING, MEDIA, STOCKS, TECHNICALS

Bewitched Night at the Nuclear

MARCH 20, 2019. Our skies run thick with speculation, and hesitation. When will Boeing’s phenomenal new workhorse move? Outside Las Vegas sits the Nuclear Motor Lodge. Us also. Peace brings with it perspective. We’re gaining some. Meanwhile in Renton Washington fresh copies of the 737 Max pile up on the moist tarmac. Shares of BA are piled up also, between the EMAs.
BA will fly Max 8s again, and pretty soon. Count on it. Bet on it. STOCKjAW continues to. We also lucked into a talk with a top level Boeing insider–no kidding. Life’s weird that way.
Some say BA’s a “battle ground.” Thanks Cramer. But that’s indeed true. And then, so what? Wasn’t Target a battle ground in the fugly sprawling aftermath of it’s mammoth data breach? And everybody who pounced on that ick got paid.
Modern living can prove a bitch at times, but then what isn’t? Modern motor lodge living makes that a bit better, particularly mid-week. By then all crowds have fled leaving a quiet elite grace to unfurl. Listen Woody. Amid the utter cool of a turquoise pool, you may just notice Amazon busily busting a major move. We did, and now we share it with you. Check our mega-fresh charts. Get here, and get square on the facts.

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CULTURE, EDITOR'S DESK, INVESTING, STOCKS, THE AMERICAN DREAM, THINKING NOW

This Bull’s Last Run?

MARCH 16, 2019. The bank engineered sub-prime mortgage melt down was ten years ago, and ten years equals one very old bull. STOCKjAW charged the desert outside Las Vegas to ponder this “late cycle” equity morass, and then the 737 Max tragedy. While trade talks lumber, our equity market suffer. While the Chinese shoot for 6%-6.5% GDP growth, our tax cut sugar-rush burns to a crisp. A recent survey of U.S. corporations reveals that 84% engaged in “no additional hiring, or capital expenditures” as a result of those massive cuts. What now?
While Europe and Asia slow we show darting sporadic cranky growth. Think Amazon and Faceplant. The bulldozer of mammoth growth we once took for granted is now firing on three cylinders and blubbing dark fits of sour smoke. And then came Ethiopia.
Even leaders run naked on this new landscape. Equity markets change–no warning. “Bam”–welcome to the NFL. Ours has. Guess what? Many of the shareholders you depend on, are rookies in this new market. All 52 cards have been tossed skyward. It’s our job to read the new patterns. Could a bucket of Martini motor lodge living help? Meanwhile, one lesson stands clear.  Look wider for your wins, and take them when offered.  Lately, “long term” means days, maybe weeks, not months or years.  

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BUSINESS, INVESTING, STOCKS, TECHNICALS, THINKING NOW

TELADIVE. Thriving Teladoc’s 20% Dive.

MARCH 2, 2019. Teladoc’s been beaming the doctor and a big future to you for years. Then came a Teladive from the 20th floor for Q4. TDOC beat top and bottom lines, and posted a killer FY2018 79% revenue growth rate. How can that be ugly? It instantly produced a 20% hit to the share price. Or something did. Fugly. Simply stand back. No one catches that knife. Or do they? We did. There’s no trick to it.
The SEC mandates that companies report, but it doesn’t tell them what to say. Nor do they mandate that you tune in. You have to do that yourself. The Teladive began with a humble press release–they always do. We missed htat.
Oops. Nonetheless STOCKjAW not only survived, but thrived that pure fugly Teladive. What did we do?
Here’s a hint. Be there when your company reports, while the market’s yet open. Those edge sessions are where many of the magical moves you’re looking for happen.

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BUSINESS, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS, THE AMERICAN DREAM

Angelic ETSY. Think Creatively.

FEBRUARY 23, 2019. Each passing day seems to say that the old bull’s dead–probably. The rocket-fueled momentum that once ruled, now looks like a greasy pool.
Amazon’s glory now reads in at a sickening single year 9.8% poke. Who calls that growth? For god’s sake, a four year old can run faster than that. So now Bezos is taking pictures and the market’s standing still–like a picture. But wait.
Etsy’s here. “Hand-made goods” you ask? Zip-tied twigs and finger paint? Hold up. Who’s growing their revenue at a 5 year annualized 42.7%? No one? Wrong–almost no one. Who has a 69% gross margin? Hum hum. Who keeps laughing at the consensus estimates–and then beating them like some blind goat? Right.
Etsy reports on Monday. Last November they reported their Q3. They monkey-stomped the estimate by 110%.
D’ya see their 6.86% move yesterday? Well, that terra-stomping move was in anticipation of Monday’s Q4 report, and perhaps another savage consensus estimate beat-down.
People love making things with their hands, as well as making money. We love that. ETSY knows all that, and much more.
Thus they built a place to make creativity pay. It can pay for you too. S&P 500 1 year return 3.28%. ETSY, 1 year share price growth 169.4%. No one’s laughing now–except us.

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CULTURE, EDITOR'S DESK, INVESTING, MONEY, THINKING NOW

Screw Gun

FEBRUARY 21, 2019. Life’s complicated enough without having to dodge every screw bag operation organized to get at your stack. A million angles exist, but they’re all aimed at the same thing. Being charged for schemes that make it worse is ridiculously common. Think the now ubiquitous “subscription model.” What you used to pay for once, you’re now bent over for monthly. What else do you need to know to gather intent? Many do not find the dynamics of money and how to keep it riveting. We love it, and make it easier, for us and you.

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