Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
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Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Ian King is out with another promo for his Automatic Fortunes newsletter published by Banyan Hill, and like most such “presentations” he makes some huge predictions to tantalize you with dreams of wealth. And they’re also (again) being a bit sneaky with the offer they’re making, so make sure to read the fine print if […]
Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
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 seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
Originally published August 10, 2015, the article below has not been updated but the ad is now rolling again and I’ve added some comments to the discussion following the article. —from 8/10/15— This latest pitch from Michael Robinson for his Radical Technology Profits (selling a $3,900 lifetime subscription) caught the eye of many of you […]
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I also took a nibble on $DOCU yesterday after hours around. $TTD has been beasting.... I kind of think it is benefittin...
Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. ...
Trade Note: Well, I'm making a liar of myself already. Situations change and I decided today to add slightly to my D...
For what it's worth, the collapsing market this morning triggered my first small buy of DocuSign that I mentioned on Fri...
Absolutely. If they want or NEED a return on capital, people have no choice but to move to riskier assets. They cannot g...
I may not understand al the issues about negative rates, but I believe this applies only to deposits by banks that are p...
I agree, too bad PRIVX doesn't really have any material DocuSign exposure. Their position is so tiny I assume they just...
It would be nice to just be able to invest in DocuSign. I was impressed with how easy it is to work with and how it simp...
I work for a Fortune 500 company, and we use Docusign for VP signatures on new statements of work. DocuSign is not just ...