Porter Stansberry is a very compelling storyteller. He’s also a thoughtful and smart guy, in my experience, and what I’ve seen of his analytical work is often rational and compelling… but he has built his (now huge) business mostly, I think, by being a great marketer, playing off of both greed and fear with strong […]
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We’ve all seen the stories about Disney+ and HBO NOW and the other direct and “over the top” (OTT) streaming services that content providers are hoping will replace their shrinking cable income… and, of course, about whether or not Netflix can remain at the top of the heap among the streaming providers… … so it’s […]
The jobs report from ADP was frightening on Wednesday, bringing more fear that the trade war uncertainty and/or some shift in sentiment is cutting business spending, and it seems to be contributing to the rapid “narrative shift” that has happened this year — whereas we were all shocked that the Fed would even consider cutting […]
“It’s not some new type of nuclear bomb… It’s not a secret stealth drone army… (We’ve already seen plenty of those lately)… And it’s definitely not some crazy Area 51 mad-scientist experiment. “To tell you the truth, it’s the furthest thing from a killing machine that you could possibly imagine. But its 41 million moving […]
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