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.
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.
FEBRUARY 27, 2019. Money is three-sided. We earn it on the front side, invest it in-between, and spend it on the back. Many ways exist to handle each. Standing tough on the front end is only a piece of the puzzle. Investing is an entire stand alone story. Leveraging it on the retail back side is a saga loved by all. Who doesn’t relish retail war stories?
Using simple brute dollar power is crap. Great news. Investors have special powers, powers about which others are clueless. No? Yes. Retailers do not exist in a vacuum. Any investor knows that. But what do you do about it? Use it to get more. You can, and your working dollar deserves the support. But we are responsible to learn those available angles.
Active investors know both markets and economic conditions. Example. Retail is struggling to meet the tricky brick-and-mortar and online balance. For many, it’s the physical store that’s suffering. Amazon’s a big part of that. When retailers struggle, you can win. It’s called business. It’s what they do to you–use it back. Here’s how to leverage slow sales using a BBBY example.
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.
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.Read more
FEBRUARY 19, 2019. Being treated with “Elite” status feels up-lifting, like a warm oily ass massage. And that’s precisely what it is. It’s just business. Well, of course it is. Neither your doorman or your waiter with your spoon love you.
In this world you will receive wedding “invitations” to be a”guest” with you paying the entire nut, and for the gift that absolutely everyone will see and judge. 2K later you wonder what kind of person calls you their “friend” and “invites” you to be “their guest” at a resort on the opposite coast. The wedding industry established that absurdity. That’s all just service sector speak, coast to coast.
Often, very smart people direct very clever and chic businesses. That includes many financial services “firms” flogging frozen dog scat they refer to as “retirement planning.”
Such people intimately know how to open your wallet effortlessly. No crowbar required. That’s their dollar snugged into your wallet. They do this magic like a stone pro, and they are. You are the wallet-flower they cooz into bloom. Next and without exactly realizing it, you’re burning for that honey love. It’s all good yo, if you enjoy being played. But it’s gonna Fa King cost you.
FEBRUARY 16, 2019. Habits create your reality. That tidal power is always at play. What do yours say? Do they pay? They can.
Find your way into your own pay line. Be there every time. No hand of heaven will reach down to slip you in. It’s on you–always has been. It’s your money, unless you deal it out. There’s no secret here, only choice. This one you can definitely do, now. It will dramatically transform your life. We live in a different world now. And so can you. Here’s what our new world looks like, and how to get there.