BUSINESS, CULTURE, EDITOR'S DESK, MEDIA, MONEY, THE AMERICAN DREAM, THINKING NOW

Peyton’s ProFlowers? Done Gone Pro–Again.

FEBRUARY 10, 2019. Peyton Manning is a–well, everybody knows who Peyton is. But did you catch his TV spot? So there we were watching the play-offs or whatever and bam–flowers. Peyton had gone pro–again. With what team?
Peyton went pro a second time with ProFlowers. Huh?
ProFloweers is an e-commerce flower retailer operating out of San Diego. Created back in 1998 by a guy named Jerod Polis, it was later rebranded as Provide Commerce(Nasdaq:PRVD), which in turn became a wholly-owned subsidiary of Liberty Media. After that and every couple of years beginning in ’08 PRVD rolled up other gifting companies. They send our gourmet foods, fruit baskets, flowers, and the like.
Then in ”14 PRVD was itself purchased by FTD, the company most simply know as another flower delivery service.
Sport lovers love star power. What’s better? Flowers? No. Becoming a hero. You can. We did. How? Easily, and it was smart as–. We ordered–in minutes. Here’s what happened, as seen through our post-delivery email to the company. We’re hoping not to get sued for the screenshots. But then, why would they? We loved the whole experience. Well, except for that one filthy little surprise.

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BUSINESS, EDITORIAL, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, MEDIA, THINKING NOW

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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BUSINESS, CULTURE, EDITORIAL, GREEDY CREEP, MEDIA, THINKING NOW

Chinese Charm. American Assets.

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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CULTURE, EDITORIAL, MEDIA, THINKING NOW

Mexico’s Reboot. The AMLO Way.

DECEMBER 25, 2018. Some say fences make good neighbors. Perhaps, but what’s going on south of that perhaps wall? For the first time in decades an authentic power shift now holds out a promise for Mexico. Money talks everywhere, but nowhere more so than in Mexico City. The monied establishment Pri party is out and populism is in. He’s known as AMLO.
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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BUSINESS, CULTURE, EDITOR'S DESK, MEDIA

Eat Salesmen. Cows Don’t Shill.

DECEMBER 21, 2018. “We like the banks here.” Really? A thousand times. That’s the number of times in 2018 we’ve witnessed that cow pie observation.
Is that a recommendation, or shills posing as advisers? Banks have done precisely nothing all year. But one should never allow facts to interfere with sales. Television guests are supposedly providing insight. No. They’re selling their brand. It’s call conflict of interest. But then everybody knows that. More dodging and weaving happens on financial TV then in boxing. The foul tricks of the dodge and weave.

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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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