Weekly CEO News from Richard Ingram
August 22, 2018

Tariff Threats – Again I’m amazed at how the market isn’t reacting to the tariff threats President Trump is making since he has already implemented some small ones. At a campaign rally in West Virginia, President Trump repeated his threats

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Since the S&P 500 earnings are growing 26.62% and the NFIB small business index is 0.1 away from its record high, you would think everything is perfect. That’s actually not true as we will get to later in this post.

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Drug giant GlaxoSmithKline (NYSE: GSK) seems like it has been in turnaround mode for several years. While shareholders are waiting for the company to find its footing, they’re enjoying a 5% yield. Can they bank on that 5% going forward? Free Cash

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Tencent (OTCPK: TCEHY) stock is under heavy selling pressure, falling by more than 25% from its highs of the year due to macroeconomic uncertainty in China and lower than expected earnings from the company last quarter. However, recent weakness in

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Scientists who worked on atomic weapons in the 1940s prepared for the worst with survival rations. Cans of flour, biscuits, crackers, and water were stockpiled. Although not an ideal diet, bread and water will at least help one prevent starvation

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We have a Tesla (Nasdaq: TSLA) 2019 stock price target of $1,343 so when we heard Ark Invest’s $4,000 target we thought we must be just way too low. Gross Margins Jumping If you backed into the numbers for Q2 you saw

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Now is the time so start broadening out your portfolio into some more defensive stock picks. Indeed, a recent report by Bank of America shows that investors are already starting to take a potential downturn very seriously. The report notes

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This week: The long-term consensus outlook for US earnings has soared to a post-dot-com-record USD, EMFX, Asian FX, and the USDCNY – the big moves and what to expect next EM vs DM equities – a familiar long-term pattern unfolding

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The first three of the following graphs depict percentages gained for the Major U.S. Indices during three time periods, namely: since March 6, 2009 (the bottom of the 2008/09 financial crisis),  since November 8, 2016 (the Presidential election), and  year-to-date. Generally, traders/investors have favored technology, small-cap, and

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