EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Portfolio Strength. Four Moves Toward More.

OCTOBER 12, 2019. Trade “agreements” are never final and “deals” are firstly talk. Meanwhile your portfolio turns in the wind created by all that gas. Individual investors can’t stop such. We can however reposition. Trade’s a drag, but not the only macro funk we face. Additionally there’s that pesky “economic slowing” thing. O.K.
Many people talk and some actually make sense. Here’s some. Opportunities only truly end when we stop looking, or thinking. Here’s more. Everything good’s now too expensive. Hog shit. The door toward greater safety or growth’s now closed. Pish-posh. Sometimes the good stuff stares you in the face to the point you don’t even notice anymore. Or maybe that stuff simply looks very different in this macro light. We have one, or two, and they’re not secrets. Both are in fact perfect examples of five characteristics that work brilliantly now. Buy either, or use them as ideas to narrow your process. Your portfolio will love you back for that. The future’s yet coming. Now is always when we’re preparing, Sumo-style. “Portfolio Strength. Four Moves Toward More.”

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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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BUSINESS, CULTURE, EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Standing Tough. SJ Portfolio Now

FEBRUARY 3, 2019. Change often comes in a flash. Ask the man who brings pizza to our office. He sports shorts everyday. He came from southern California where snow is unknown and assures us “its’ all good.” That’s when we pay him 50% above pie price and discuss stock picks.
He’s one of the few and only the few who wear shorts year round. Shorts in the snow may be an individual thing, but for sure only the rare individuals own individual stocks when things get tough. That’s like shorts-wearing while strolling the snow around the building ledge. And only the few out of the last group make it pay.
STOCKjAW works around the clock to make it pay. We’re lucky that way and share it all with you joyously. It’s not a secret to sell, as far as we’re concerned. It’s spreading the joy. Stand tough now and you’ll get 50% above pie price. Our picks now.

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INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS, THINKING NOW

Docking For Earnings. Verizon, Abiomed, Boeing, Amazon.

JANUARY 29, 2019. After the banks reported with strength we now move on to the loved, the growth, and a haven many use to talk. Amazon is the Death Star, and nothing will change their path of dominance, for now. Boeing has however done something we would never have expected. See what.
This very morning Verizon calls. We are hoping for something snappy and crisp. And on Thursday we hope and trust in Abiomed to enliven our hearts. Docking For Earnings right here. STOCKjAW.

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BUSINESS, CULTURE, EDITOR'S DESK, GREEDY CREEP, MARKETS/ECONOMY, MONEY, Reader's Choice, THE AMERICAN DREAM, THINKING NOW

Cord-Cutter. Eclipse Of Power.

JULY 9, 2018. The savvy see the future is now. Streaming is the future and the present. That means lower cable prices to those who act.
Has SVOD clamped-off the power beam of cable? Subscribers have paid like robots ever since cable snapped on the obedience beam. That was forty years ago. But the battlefield looks very different now. Cable’s power crystal is cracking, more deeply by the day.
The calcified Overlords of Light are scrambling. Fewer seats will exist in the near future. They’re also feeling the price push-back, from below.
STOCKjAW digs deeper into this dynamic shift, with a doctor very accustomed to critical thinking. Negotiations on. Here’s how she dramatically transformed her entire experience on the far end of fading cable tyranny. Is she changing cable prices? Yes. She definitely transformed her’s, much lower, and then lower again. Is she happy? Absolutely. Here’s how.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MONEY

Reduce Your Risk Now. 5 Box List.

APRIL 24, 2018. On May 1st U.S. tariffs against China ramp. That’s a week away. Does anyone think our markets will be perfectly fine? Not. Time remains to reposition portfolios for tariffs, or more.
In an environment of rising rates and shadows of inflation, investors face a global atmosphere of nuclear tension, unclear alliances, and an odd mix of political and legal discord and confusion in Washington. With the next Tweet may very well come another tussle, fight, or who knows?
Standing pat seems, questionable. Being gaffed seems, possible. Investors are pressed, insistent issues piling up. Time to reevaluate holdings and overall market exposure. Yet few places remain to hide from a potential equity price collapse and pain. What are investors to do? We’re sticking with our established themes, and checking position size. Is less more now?

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