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.” Continue reading Portfolio Strength. Four Moves Toward More.

JPM Beaten Like a Brexit Goat. “But Still All Good–For Now.”

JUNE 27, 2019. Alexander Bell wasn’t thinking banking when he unwound some wire to create a connection. Quaint it seems now, the notion of telephones for talking.  Who talks?  Phones are for textual grunts, photos, useless apps, and moving money.  Nothing stays the same, and caring just gets in the way.  That’s why there are museums. That’s also like our big, old, banks.  Soon they will need parks, just like dinosaurs, for those who wish to remember.
Moving money used to be hard, and physical.  Slow and expensive marred the experience while Western Union provided the piratical pricing.  Western Union increasingly looks like Xerox, a company looking for a future.  It’s about to get much worse for them.
JPM is far more than either of those dinos, and more then a money mover.  But who cares?
Many would say JPM is the best at what it does  However some of what it does is caught in a costly change, and under pressure.  Should you want any? Commissioner Gordon could be about to hard-beam the Bat Signal over big banking. Continue reading JPM Beaten Like a Brexit Goat. “But Still All Good–For Now.”