APRIL 23, 2021. Financial information often has a very short shelf life. Example. Buy and sell opportunities flash and then vanish. Anyone familiar with STOCKjAW knows we prefer comprehensive coverage. Why? Hope is no substitute for knowing. Yet, timely calls matter. Here’s “Micron. Right on Time.”Read more
MARCH 16, 2021. Imagine if masks were once again called “bikinis.”
What if you could again sway with the crowd? What if real people replaced cardboard cutouts at the game? What crowd? What game?
Are you mad? Right. Well, Pfizer, Moderna, and JNJ are now very busy beating this filthy virus like some sprawling steel drum. Living outdoors and out loud are becoming very real again, even nearly naked. And then?
How about boat Tapas off Spain, goat yoga in Greece, a food tour by bike anywhere?
All that’s coming and Airbnb does all those and much more. After all, they’re “connected.” ABNB creates connections. Airbnb is a non-stop shop for locales, lodging, and curated “Experiences” led by locals. Whadda you get? A place to stay and a place to go.
The lid’s just coming off of this lockdown and people are whacked raving mad to live again, together, outdoors, and out loud. Airbnb is already there, everywhere. A single taste and “You go to my head. Airbnb.”
FEBRUARY 26, 2021. Soaring growth seems everywhere just now. O.K. well, big growth isn’t created equal. Big growth can blow your socks off in a day, or burn your portfolio to the waterline. Or? You can turn to pure value, and watch it creep cautiously toward cozy single-digit annual returns. Or? You could look at Pinterest. As of pre-market Friday PINS has returned 129% over the past six months. Is that value? Pinterest is not just offering soaring returns. The stunning growth is underpinned by real fundamentals. Think 76% y/y revenue growth. That’s value right? And that’s why we’re talking “PINS. Driving Point.”Read more
FEBRUARY 20, 2021. Retail investing means dancing with the big money. The subject is money and the object is to get it–from us. It’s always worked that way, until Reddit traders turned the tables and nearly squashed Melvin Capital. What does that mean? That for the first time in history the retail investor flipped the game on the predacious big money gangs. How was this Reddit move described? A “flash mob.” Retail investors have been the strategic target of stunningly-sophisticated “firms” forever. How?
Think account management fees, account maintenance fees, trading fees, commissions, the 2/20 hedge fund structure, and private equity’s short selling schemes, a practice that works, and profits, against every long retail investor. “You–the Real Retail Target.”
NOVEMBER 16, 2019. You need socks and stocks. You don’t wanna pay. Is Wal-Mart your way? Yes socks and maybe stocks. Back in the day there was Y2K. While others worried over the end of the world Wal-Mart was thinking groceries, and an even bigger future. Netflix was new and busy over a predictive algorithm. VHS yet clattered on and trash-strewn cable snorted and roared and robbed everybody every night.
Meanwhile Wal-Mart thought about–right again, groceries, and a blue heaven of fabulous sprawling one-stop shopping, the way mother never did it.
Simultaneously Thomas Jefferson–oops, Jeff Bezos, was laboring like some mad troll out in the mists of Seattle. Jeff was re-envisioning America. Let’s face it. Americans are professionals, at shopping, and doing so from home has always been the inevitable American Dream.
Straight out of Jeff’s bubbling cooker popped Marc Lore, freshly resentful and bent with intent. Burning hot in Hoboken Marc sharpened a savage scheme to gut-punch Bezos. Lore promptly began Jet.com behind the clever refinement of even lower online prices, driven by efficiency and extreme cost cutting, mostly on a new shipping configuration. Customers could save if willing to wait, bundle purchases, and select vendors within the same region. Big surprise. Wal-Mart noticed and popped out their Wal-let.
Jet.com’s now part of Wal-Mart’s fast growing e-commerce push, and again–Fa King groceries, are the center of all that. And after we remind you that Sam Walton’s Wal-Mart was begun in ’62 in the harboring Ozarks, Rogers Arkansas, not Bentonville, you’ll have heard the roots of modern American Retail. “Should You? Wal-Mart?”
JANUARY 28, 2019. Money is a means to an end, not a measure of personal success or value. When others measure by net worth or car driven, they’re on their own bent meaningless ride. Neither was money ever “the root of all evil.” Money is a tool just like electricity. It’s a tool that exists within a cultural context of confusion.
Like electricity, proper respect is required if you hope to benefit. Time matters and doing nothing abut your money will leave you and those you love in serious trouble.
Money is precisely about being able to take care of those you love. That’s love in action. Is there anything more important?
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.