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.”

Bank Shots. Rates Play Rim Protector.

APRIL, 6, 2019. Buckle your couch belts for all the excitement. It’s simultaneously time for both the Final Four, and Earnings Season. Did your bank transfer? “Survive and move on” remains the way. Please be advised. No shortage of Cinderellas or shilling money managers exists now. And once again, none will fail to foul or front for their favorite financial.
It’s make believe time all over again. Super-heated gases will leak forth from your screens. Back up., content and advertising will meld. Trash will be talked. This smear of nonsense will end only after earnings are done, the nets are cut down, or CNBC finally bloats into a purely promotional gas giant.
“We love Tech–and the financials right here.”
Goddammit. Jamie Dimon doesn’t even “like the financials right here.” “Why do you like the filthy financials?” “They’re cheap, like dirt, and they hit their fros.” Well–of course they do. What else have the banks had to do, except work their fros? NIM is nonexistent.
The banks haven’t done a goddamn thing since that guy on the $10 bill was running the Treasury. What about now? Did Wells Fargo, Chase, or Skank of America transfer to your Final Four? STOCKjAW takes a reality look, again. Continue reading Bank Shots. Rates Play Rim Protector.

Eclipse of the JPMorgansons? Paypal’s Digital Wave.

AUGUST 15, 2018. No one hides. Don’t turn your back. P2P is only the edge. That glistening cutter-fin circling the water is mobile. You got a phone? You run a POS? Every “point-of-sale” is fresh game. Ask Paypal. Or just listen right inside management’s Q2 huddle. Dazzling, and yet ringing in our ears.
Making sense of where to invest in the financials is easy. It’s a three-way. Goldman, JPM and the old guard, the cards, or fintech. The financials’ future is written on the wall. So are the numbers, and charts. We lined it up. You decide. Continue reading Eclipse of the JPMorgansons? Paypal’s Digital Wave.

Big Banks. Testimony Of The Tape.

JULY 20, 2018. Who hasn’t curled a smirking lip behind investor’s chilling indifference to the big banks? Boring.
Yet the money managers can’t stop the recommendations.
They’re a carousel of table-leaning bank pluggers. “Well Ken, we really like the banks here.” Why for god’s sake? How many others have been confused by that bubbly love? Mother of sweating–where’s the share price performance? Why do they have single-digit P/Es? Tech is what works. Repeat that–tech.
No real love exits for our big banks, going no where fast. We’ve seen the Youtube vid of shareholders falling instantly to sleep when suddenly exposed to a bank earnings report. On comes the carousel of more money managers broadcasting more bank “attractiveness.”
STOCKjAW takes a look. What’s the bank performance truth, and benchmark reality? The benchmarks and the players all have scores, and the reality stands clear, right here. More pool-party bank summer fun. Continue reading Big Banks. Testimony Of The Tape.

Buy The Banks? How About A Grower? PYPL’s TEC-Ray Analysis.

JUNE 22, 2018. Trade war volatility will wave on. That means today, probably. But then, who knows? Waves bring sales and we’ve snagged three new positions during this disruption. What works, we’ll keep. Here’s one. Paypal.
Daily we see the financial shills recommending big banks. Right. Look at the new financials. Paypal’s not a baby, but an established player. They’re a payment processor at a technical turning point. Continue reading Buy The Banks? How About A Grower? PYPL’s TEC-Ray Analysis.