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.

Read more
BUSINESS, EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA

Victims Of Every Sector Storm. Feeling Clever Costs.

SEPTEMBER 2, 2018. Markets change and so do portfolios. Half of that gyrating is needless, and expensive. “Somebody’s got to pay the bills.” Right. But don’t let it be you.
Markets are like clock hands. They move. But they always arrive right back where they began. Few really need to take that predictably painful journey. Understanding the game and thus skipping the trip isn’t hard. Even when the market becomes dry, most of the good stuff remains right where it was. Stay where you are, if you enjoy superior returns.

Read more
FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, STOCKS, TECHNICALS

Google. Cash Swarm.

JULY 26, 2018. Smack talking about Google or Amazon is like dangling some stamped pot-medal chandelier in the ballroom of Wayne Manor. Nice. The Joker–oops, we mean Elizabeth Warren, seems to feel that the squeaky-clean European Commission is all good using Google like a cash machine. $2.7 billion last year and $5.01 billion this month. Very nice.
Perhaps the truly laudable senior senator from Massachusetts should focus on the CFPB, or EU Airbus subsidies.
Meanwhile, Batman–oops, Alphabet, soars to all-time highs off the glory of a monster $11.75 EPS score. The consensus estimate was $9.58.
What do you say when an $870b. company cranks out a retina-detaching 23% revenue growth rate, in constant currency terms, after turning 20? What do you say about Alphabet’s obscene cash mountain? Well, you say “Sorry for the smack–we love you.
Where’s the buy counter?”

Read more
EDITOR'S DESK, EDITORIAL, MARKETS/ECONOMY, MEDIA, THINKING NOW

Trade? NATO? Change Without Disruption? Dream On.

JULY 13, 2018. Beyond politics and a polarized media, the facts defining trade and NATO stand clear, despite media spin. Both are negotiations, not some flossy brunch with the partners. It’s business, national business, and that means upset.
But not to worry. Our European allies dearly love us–like a Sugar Daddy. Besides, fussing is much easier, and cheaper, then reworking insular national budgets. How upset does your daughter get if the funds aren’t there?
World War II ended 73 years ago. The Soviet Union collapsed 27 years ago. Treaties are binding, all round. Abrogations matter. Yet, is the United States really obligated to continue subsidizing the security of nations unwilling to live up to their own treaty commitments? If they don’t care enough to pay, why should we?
In stark violation of WTO rules, and free trade, China subsidizes, dumps, cheats, hacks, and shields, on behalf of its’ industries. Japan’s done so forever. The WTO is AWOL. Successive U.S. presidents have sat on the issue like an egg, and hatched a fat zero. But no, don’t do anything different, like tariffs. More importantly, never be disruptive, or unpredictable. Somebody might get upset. Worse yet, things might actually improve.

Read more
FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, STOCKS, TECHNICALS, THINKING NOW

3 SELLS Now. Dump Downers Before They Devour You.

JULY 2, 2018. Your mission is simple. Buy low and sell high. Sell? You actually want me to sell? Do you realize how hard I worked to create this cost basis?
Stock market fervor lives on the buy side. Some myth exists concerning the sell–like it’s just supposed to happen. And it will be right. Wrong.
Knowing sell disciline is one of the hardest skills of all. Who wants to sell at a loss? Who wants to sell their cherished horses? You do. Here are three examples time is proving right.

Read more
EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, STOCKS

Summer Blockbusters. The Very Best, In Bright Light.

JUNE 25, 2018. Myths die hard, or never. Here’s one.
The real winners are a secret, waiting for you to discover them. Not really. So why beat the weeds for that rare gem?
Secret stocks are the ones Wall Street never talks about. Guess what? If Wall Street doesn’t talk about them, they’re likely not worth your time. Again, why?
No doubt the equity investing world harbors stocks that are doing well, in near perfect darkness. Yet simple reasons exist for not beating the ditches to find such unusual names. How about your time? Instead of sifting the obscure for a great hope, simply follow the spotlight. The light is where things grow. Summer blockbusters you can grow with.

Read more
BUSINESS, CULTURE, EDITOR'S DESK, GREEDY CREEP, MEDIA, STOCKS, TECHNICALS, THE AMERICAN DREAM

American Toe Jam

JUNE 2, 2018. Down in the gunky spaces and the soiled places is where you’ll find them. God knows we can’t afford to leave them lying about. Embarrassments have places, and that’s not on TV. Yet there they are Wells and Puerto Rico. Makes sense really that both would be on stage. Hurricane season began yesterday, and well, Wells seems to never cease committing or recommitting something. All aboard.

Read more