Shutdown Saturday Randomosity
- Is the bear market over? Was that it? Or, are we experiencing a countertrend rally within a bear market that is sucking everyone in?
- Some of my worries include the Fed, slowing economies, trade wars, political division, and climate change. Ok, scratch the last one. Well… Maybe. It has been foggy here.
- The political division is getting tiresome. I say give Trump the $5B and let a panel of border security experts and engineers figure out how it needs to be spent on the border: wall, fence, surveillance, more border agents, more judges…
- $5B out of $4T budget is .125%. It’s like a family making $100,000 arguing over $125. It happens! Maybe someone sleeps on the couch for a few days, but you don’t shut down the family over it.
- Macy’s stock took a beating on reduced sales and guidance. Online shopping maturity hitting the box stores that are still standing. I thought Macy’s seemed a little empty last time I was there. There were people, but kind of sparse.
- On average, workers received 3% wage gains per the data. Disney CEO Bob Iger dragging up that average with an 80% pay raise.
- Not that Bob hasn’t been great for Disney. But I understand why the Progressive message regarding income inequality gets a lot of play.
- How has Socialism worked in Sweden? After all, the Progressives and Democratic Socialists like AOC say Sweden is one of the examples of how to make it work.
- If the economy is slowing, will casinos take a hit? I’ve held Las Vegas Sands for quite a while. Hasn’t been my best performing stock, that’s for sure. And that’s when the economy has actually been okay.
- Divisional Playoffs…
Source: http://thelearningcurve.blogspot.com/2019/01/shutdown-saturday-randomosity.html
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