Long ROKU

I just bought a bit of ROKU today after multiple downgrades knocked the stock from above $70 to under $57 over the past couple weeks. Roku opened up yesterday with the broader market, but as Netflix fell on news of a low priced competitor from Disney competitor to launch in November it pulled Roku down […]

Trade War, Part 2

Yesterday President Trump tweeted mad hate against Europe, promising tariffs. The European economy is structurally weak & they can’t afford to exit negative rates & quantitative easing. Across Europe German manufacturers are already calling the shots trying to minimize the fall out from Brexit. Now would be an inopportune time for curtailing the export-led engine […]