What matters to me is that Costco's model works perfectly in a trade war. Oh, and irony of ironies: you know where it works best? Shanghai.
Here's my take on the companies that would see a boost from a trade deal -- even though some of them shouldn't.
The cost will ultimately be small for us and big for them -- and now is the time to do it.
There are 3 things that distinguish these stocks from regular run of the mill equities.
There's no real millennial analyst cohort on Wall Street. But the Toll Brothers analyst call illuminates some key trends.
We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.
Is a stock up too much or down too much based on trade talk news that may not turn out to be news at all?
Let me take a stab at what's going on here.
The debacle can only accelerate, the demise hastened, happy new holidays.
If the Chinese really want a substantive deal, they must renounce their ways and start playing fair with our nation.
Let me explain why so few families own stocks outright and so many remain numb to the market's success -- and how that can change.
How companies talk about tariffs is becoming a defining characteristic going forward.
The purpose is not to shake you out, although it can feel like that; here's what's really going on.
Marc Benioff is aiming to become a trusted partner with client data, and that will win out over Mark Zuckerberg's manufactured arguments on free speech.
Let me tell you why this China trade game is only an impediment a relatively small amount of the market, and what to expect going forward.
Having a bad game does not mean you quit forever. It just means it is time to regroup and rethink strategy.
It's a too true to be good moment. We need a shakeout. That should get the market where it has to go.
UnitedHealth Group and JPMorgan are both bucking other trends to rise as more moderate leanings start to dominate the Democratic horse race.
We are playing defense as we see some downward pressure on oil and healthcare weakness.
These are the 10 reasons why we keep going up, despite all the bad news.
Robinhood is bringing a whole new generation of traders into the fold.
We're seeing lots of companies snapping up their peers, and the market is applauding.
Despite the possibility of getting booted from London, Uber's overhang is behind it, and it can go higher from here -- especially if it tosses its food service.
We don't know where Michael Bloomberg is going to come out in his campaign spending, but we know that he needs to reach young people -- and Instagram could be a beneficiary.
When I saw how the president's manufacturing tour with Apple's CEO was portrayed, I found it almost horrifying.
Behind-the-scenes companies like Salesforce.com, Square, Nvidia, Okta, and PagerDuty are leading the Nasdaq, and you must understand them to know what you're getting into.
Yes, this seems to be a seminal moment with retail.
There is no 'tech' in tech.
Here is what you are up against if you dump now.
Companies that want to survive in this world need better tech -- tech that individualizes, tech that tells the story, tech that keeps it current, tech that keeps customers happy.