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07-JULY 21-2023

Good morning.
Treat July '23While markets are happy that inflation is dropping, now hitting 3 percent on a year-over-year basis from a high of nearly 10 percent last year, inflation isn’t over yet.  And even slow changes over time can have a big impact on your purchasing power.
That’s why many companies continue to shrink package sizes.  Dubbed a new look for marketing purposes, buyers of new packages of goods often pay the same price for just a little bit less.  While it’s not the same as seeing the sticker shock of rising prices, when broken out per unit, ounce, or whatever unit of measurement, it’s a sign that inflation is still with us.
The good news?  Investors can own the companies shrinking their packaging and continuing to rack up the big bucks.  That’s why so many consumer goods companies are able to outpace inflation, and pass it on to shareholders with dividends and buybacks.

Now here’s the rest of the news:

Two Causes Of The Incoming Depression
But the status quo has much to unlearn, and it seems the only pathway to a new understanding is a Great Depression.  There are two approaches to analyzing a situation.  One, choose the desired outcome – generally the one that doesn’t require any… [Read Here]

July 21, 2022

glassesGood morning.
The market had an ugly first half of the year, but traders and investors who were long on energy trades fared well.  There was a recent pullback, but now prices appear to be moving higher once again.
Not so far.  The data is starting to show that crude production is slowing, and that gasoline inventories are rising.  With reduced demand during the traditionally-busy summer driving season, it’s possible that energy prices are no longer a slam-dunk trade, at least for now.  With investors still looking toward a recession, it’s likely oil prices will see a continued decline in the months to come.
Traders may want to look at any bounce in energy stocks as an opportunity to take some profits, and only stay long on energy trades that offer considerable income to whether the increased uncertainty in the space in the months ahead.

Now here’s the rest of the news:

Investors Ignored This Serious Warning In 2021, Now Comes The Pain
There is a huge amount of leverage out there, and most of it is hidden until it blows something up.  The Fed encouraged leverage through interest rate repression and QE, and folks took that encouragement and piled into it.  Some of this leverage is… [Read Here]

Sri Lanka Collapses Because Of Inflation, Is America Next?
The best way to save Sri Lanka from hyperinflation is to mothball its central bank and establish a currency board.  Over the weekend, Sri Lanka collapsed into chaos.  Sri Lankans had finally had enough.  Among other things, since Gotabaya Rajapaksa… [Read Here]

July 21, 2021

Business LeaderGood morning.
Investors sometime take a very binary approach to stocks.  They’re either all-in on a position, or they’re in cash or a different trade.  Rather than buy all at once, however, astute traders know when to average in.  As long as a company’s prospects don’t fundamentally change, this move allows investors to still have the option of cash, with the ability to buy more shares of a company when the market declines.
So while Goldman Sachs (GS) recently warned clients not to buy Monday’s drop, retail investors saw a dip to buy instead.  With stocks hitting resistance at their short-term moving averages, that’s certainly a good time to put some money to work and accumulate more shares of positions already owned.  Somehow, retail investors have figured out that buying the dips tends to work well over time.

Now here’s the rest of the news:

July 21, 2020

CRISIS-What-Crisis..
Q: “Why do customers need our products?”

Good morning.
News came out from AstraZenica, CaSino Biologics and Pfizer of safely administered potential vaccines that resulted in an immune response.
Whether the vaccines will achieve a level that will be needed or will prevent asymptomatic trans-mission is unknown, but the progress stole some of the thunder from Moderna’s announcement last week.  While a vaccine is still a ways away, the continued drip of news of positive test results is net positive for equities in a very uncertain time.

Now here’s the rest of the news:

This Opens the Floodgates to the ‘New Nasdaq’ by Brian Tycangco
Few saw it coming.  But many folks have made money from it anyway…
I’m talking about the recent – and seemingly unstoppable – bull market in technology-related stocks.
The tech-heavy Nasdaq Composite Index is up 27% over the past year.  That compares with a 2% drop in the Dow Jones Industrial Average, and a paltry 7% gain in the S&P 500 Index.
Tech stocks are doing extremely well for a good reason…
The coronavirus pandemic either shut down or severely impaired most of the economy.  The only thing keeping the gears turning – and consumers spending – has been technology.
People avoid brick-and-mortar stores, but they still make purchases online.  Working from home is no longer the exception to the rule – and it’s only possible through technology.  Even video games are experiencing an unprecedented surge in demand, as tens of millions of kids – and adults – stay home.
As a result, even as “old economy” companies struggle, growth is taking place elsewhere.  And U.S. investors have been able to capitalize on this growing trend in use of technology.  But the U.S. isn’t the only country where the use of technology is growing by leaps and bounds.  China’s use of technology is growing exponentially, too.  Let me explain…  Thanks for clearing that up, Mr. President

China’s rate of tech adoption, in many aspects, sur-passes that of any other country in the world.  Already, 20.7% of Chinese retail sales took place online before the pandemic struck.  That’s roughly double the level in the U.S.  Most of the Chinese living in cities no longer carry wallets.  Instead, they use their smartphones to pay for everything via their WeChat or Alipay mobile apps.  They can even buy cars – and have them de-livered – through their smartphones!  Whether that’s a good or bad thing, it’s eons ahead of the way most Americans pay for things on a day-to-day basis.  China is also leading the world in things like online health care, robot deliveries, cashier-less supermarkets, and self-driving cars.  Still, when it comes to the stock market, Chinese tech stocks are far behind the U.S.  This part of the market has yet to fully reflect these eye-opening realities.

But that’s about to change…
About a year ago, China launched the STAR Market, an exchange patterned after the Nasdaq.  (In fact, my colleague Steve Sjuggerud dubbed it the “New Nasdaq” for just this reason.)  It was designed to give China’s most innovative and promising technology companies a place to list their shares and raise capital for expansion.  The STAR Market started with just 25 companies making initial public offerings (“IPOs”), with a combined market capitalization of less than $100 billion.

The first day the exchange opened for business, the average IPO gained 140%.
Today, almost a year later, nearly 120 companies are listed on the STAR Market.  Their combined market cap exceeds $300 billion.  And there are over 300 more companies on the launching pad, waiting to get listed.

July 21, 2019

If becoming rich is part of your dream – and there’s no reason why it shouldn’t be – just be careful you don’t confuse rich with living a rich life.  I think we should all become financially rich.  If we are, we can give more to our families, our communities and our world.  But it’s living a rich life that should be our primary objective.
A rich life is created by being more concerned with who you become than what you acquire.  It’s created by clarity of purpose.  And clarity leads to power.
If we were sitting across from one another, here’s what I’d ask you: “What’s the most important goal/dream/mission in your life?’

Mine, and I believe my wife’s, is to spend ½ our time in Newfoundland; living the ‘good life.’

So the short version of our conversation goes like this: what do you want, why do you want it and what are you willing to do to get it?  These are questions you need to constantly be asking yourself.
If you do – if you take the time to think and ponder the answers, you’ll gain greater clarity, more fulfillment, live longer and feel better.  You will live a rich life.
I’ll close with this quote from Mary Wollstonecraft Shelley:

“Nothing contributes so much to tranquilizing the mind as a steady purpose – a point on which the soul may fix its intellectual eye.”

P.S. The other 50% of our time?  The Canadian Rocky Mountains look great to me!  😉

July 21, 2017

Snapz002

“Oh, I never thought of it this way.”

Job security?

That means one person has 100% control of our income, and 100% control of our time.

Maybe we should ask ourselves, “Does this feel good?”

REW

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Come From Aways, Do You?

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