FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, Reader's Choice, STOCKS, TECHNICALS, THINKING NOW, TRADING

Zero to Eighty% in Six Months. Ford.

NOVEMBER 19, 2020. Pop the hood on your car and sneak a peek. Right. WTF? The once recognizable is gone. Car guts look very different now, as does the car business. Ford’s looking in too–into it’s own business. What are they seeing? “Trucks and SUVs–all good. Love that. The dumpy sedan’s dead. Broom that.” What else? The Chinese operation’s politicized and chaotic. And then there’s our shareholder base.
Customers love the F-150, and batteries too. F’s blending those next year. The new Mustang Mach E’s flat rubber-burning evil, with no range. The revamped Ford Explorer launch was a monkey rodeo. Jesus. Empty showroom floors never please, or sell. That means you have to “incentivize” customers to buy cars they can’t touch. They did, incentivize. The press and public excitement surrounding the new Bronco is through the roof.
Meanwhile F’s share price has rocked heavenward by 80% in just six months. That’s promising. Or perhaps extended? From its’ Dearborn base just outside of Detroit, Ford’s shooting for the moon with EVs, and running on pure adrenaline. The real threat of extinction will do that to a company. Extinction feels very real when you sport a $4 share price–$3.96 back on March 23rd this year.
Well, again, that puny share price has been seriously juiced since by a crazed confluence of market factors. There’s also a whole new segment of shareholders who care nothing for dividends, raging risk, or the company’s years of ruinous struggle. O.K. Yet, the question now is, do you believe in “Zero to Eighty% in Six Months. Ford.”(Cover photo. 2020 Ford Shelby GT-500)

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Editor's Choice, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, MONEY, Reader's Choice

Bonds Don’t Suck.

MAY 2, 2020. Bonds are Fa King awesome. Like losing money? Then don’t worry about bonds. Most enjoy protecting theirs.
Yet no one ever launches the real bond punchline. All we ever hear is “yields dropping” or “prices rising.” Only after losing money does one truly learn to value protection, and bonds. Thus the phrase “your first loss is your best loss.” Bonds are brilliant yet treated like some OTC digestive. Not here.
No savvy equity investor should ever rebalance or tie their shoes without the butt-simple bond truth.
Learn it once and own it forever. Bonds are not lame and safety and yield are only a slice. It’s only the safety story that’s lame. Why “Bonds Don’t Suck.”(Photo; Ryan McGuire)

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FUNDAMENTALS, INVESTING, MEDIA, STOCKS, THINKING NOW

Windows Down. Tesla.

MARCH 7, 2020. Visions are power. Back in 1969 the Saturn 5 boosted the Apollo Program into our collective imagination. That summer cars were personal and SRBs tumbled in silent grace back to Earth. The vision above bloomed for all to see on the bright side of the moon. Vision turned reality.
Space X lands solid rocket boosters upright on the launch pad. That’s different. The sea doesn’t need them. That’s the power of vision. Elon has an EV vision. Musk is a legitimate visionary, and a charismatic lightening rod. Tesla, his EV car company is on the lie detector presently, seeking a true valuation. None exists–not really. The market simply spins one up by the day. Think spinning Twister dial.
Investors believe in Elon’s visions, and Tesla’s future. They cling to Musk’s future with their dollars. That’s nice, and tradeable. Now Tesla is a legitimate phenomenon, busy making a believer of the wider market. It’s not luck when you only build 365 thousand cars annually, yet sport a market cap larger than Ford and GM combined. Riding the wild vision, “Windows Down. Tesla.”

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BUSINESS, Editor's Choice, GREEDY CREEP, MEDIA, MONEY, THE AMERICAN DREAM, THINKING NOW

Auto Insurance. Your Best Rate Awaits. It’s So Easy.

JANUARY 18, 2020. Let’s face it. Life isn’t a leafy lane a lot of the time. Life is challenging. Yet, once we accept that premise, it becomes easier. Often only a fine line lies between us and more–really. Car insurance is a prime example. You need it. They want an arm for it. We just saw through it, to a 29% lower premium, from a higher rated company, for the exact same coverage. Fact. You have as much say in the price you pay as they do. How? We made a choice, had an insight, took an action. That can change things. Did for us.
Turn the tables on how you think about auto insurance. Competition is alive and well. But the real competition is between quoting agents, regardless of the company or other price-carving details. The agent’s the end of the pipe. We exercise as much say over our premium as companies do, if we’re willing to walk. No one’s chained us to any particular agent, policy, or company. Switching’s not a sin. It’s called business.
A better rate and probably a better agent are out there ready to meet your motoring coverage needs. We found both, again, saving us 29% or $360.00 a year without bundling. Fact. And it was so easy. All it takes is a bit of time, a telephone, and an internet connection. “Auto Insurance. Your Best Rate Awaits. It’s So Easy.”

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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, 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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FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, Reader's Choice, 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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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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BUSINESS, CULTURE, Editor's Choice, EDITOR'S DESK, MEDIA, MONEY, THE AMERICAN DREAM, THINKING NOW

Peyton’s ProFlowers? Are We Havin’ Fun Yet?

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. Ordering up “Peyton’s Proflowers. Are We Havin’ Fun Yet?”

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

No Speed Limit To Silly. 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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