Tuesday, July 23, 2019

Nothing About The Bakken -- Investing -- Idle Rambling -- July 23, 2019

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on anything you read here or think you may have read here.

Shoes. I will go out and buy Sophia some new shoes tomorrow. LOL:



52-week high: $198.

Comment: the buzz going into 2Q19 earnings season -- gloom and doom.

Comment: between now (2Q19) and 3Q20 -- these are the 800-lb gorillas on Wall Street --
  • Chinese tariffs (very, very bullish)
  • Fed action (very, very bullish)
  • Apple (related to Chinese tariffs) (bullish)
  • closer to 3Q20: Presidential election (very bullish)
Comment: these are now off the table --
  • energy (bullish)
  • debt ceiling (bullish)
  • British PM / Brexit (neutral)
  • Boeing (neutral)
Disclaimer: I am inappropriately exuberant about the Bakken and inappropriately exuberant about opportunities to invest in America.

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