Gimme Shelter. Stocks For This Storm.

AUGUST 17, 2019. Civil safety messaging is mostly about releasing dire information “appropriately. Never panic people.” That includes bridge collapses and raging epidemics. Never mind the yawning gap or the bodies. And GE may be another Enron fraud, but it’s “inappropriate” to say so. Panic’s destructive in it’s own right, but the clear truth helps, if you can get any in time.
Here’s some. The storm’s upon us, parked and churning. Our economic globe’s spinning more slowly now, and the trade bomb’s going off slow-motion style. Gimme shelter. It exists, if you look.
Meanwhile even keen people confuse trade friction with overarching reality; a mud fight for global influence and economic predominance.
This cultural slipknot around our prosperity isn’t about to loosen.
Years of exasperating trade talks with the multiplicity of Japanese “faces” ended only in fruitless exhaustion. They never truly opened their markets. Japan yet lives in an endless recession.
Global slowing, fed fumbling, and the tariff tilt are boring a hole in confidence.  That trade face-off that once seemed so sensible now spins with much darker import.  Many are now playing not to lose, and offering stock picks accordingly.  We look inside those picks.  It’s not that complicated, when you actually do the looking.  “Gimme Shelter. Stocks For This Storm.”

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Amazon. Simply Amazing.

JUNE 9, 2019. Who else compels massive companies to adapt, to create new types of positions, by the hundreds?  Who else dispatches teams to widely roam rural routes and residential neighborhoods on irregular and ever-shifting schedules?  Who else’s reach is so extreme that your arrow package swooshes in on a quiet Sunday evening, a day after launching that order?
Of course.  It’s Amazon.  If you ask, they’ll even place it in your trunk, while you’re parked at work.  Really.
Anti-trust?  Near total trust.  We tell Amazon what we want. Indirectly we are telling Amazon what we want them to be, or they know so already, before we ask.  Amazon simply looks, listens, mobilizes, and fulfills, better than anyone in history.  And as investors, when angry waves rock our days, our hopes, we want a big ship, or a star, to punch through.  Of course it’s Amazon.  Name one reason why it wouldn’t be. Continue reading Amazon. Simply Amazing.