Skip to content
LXV Research | Independent Investment Research
LXV Research | Independent Investment Research

LXV Research | Independent Investment Research

  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In
Posted on August 3, 2018August 4, 2018 by LXV Research

Too Much of a Good Thing

Premium content for LXV Research subscribers

Login
CategoriesPremium Content Tags$NFLX, subscribers-only

Post navigation

Previous PostPrevious Trade Wars: Lessons from History
Next PostNext Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place

Sign up for free research updates

Recent Updates

  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics
  • Trade Wars: Clearing the Way for a War of Attrition
  • Consumer Stocks: The Long and Short of it
  • Financial Misery and the Flattening Yield Curve
  • US Stocks: Long, Short and Interesting
  • Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place
  • Trade Wars: Lessons from History
  • Don’t wait for the US Dollar Rally, its Already Happened
  • Searching for Value in Retail
  • The Great Unwind and the Two Most Important Prices in the World
  • Charts & Markets – 21 Jun, 2018
  • Charts & Markets – 11 Jun, 2018
  • The Contrarian Quartet (Part II)
  • The Contrarian Quartet (Part I)
  • AIG, Robert E. Lighthizer, Made in China 2025, and the Semiconductors Bull Market
  • Oil: Opportunities Arising from Infrastructure Bottlenecks
  • The Price of Growth

Premium Content

  • Trade Wars: Portfolio Hedges | 3-D Printing
  • Pick-and-Mix
  • The Fed’s Permanently Big Balance Sheet & More
  • Emerging Market Stock Picks
  • Two Investment Ideas
  • China Shadow Banking | US Foreign Funding
  • The Hawks Have Not Left the Building
  • Humble Pie, US Credit Standards, General Electric and More
  • Oil Market Misery | Amazon Ups Its Advertising Game
  • The US Consumer is Not Immune and More
  • Investment Observations
  • Tightening Only in Name
  • Olson’s Paradox and the Successful Collusion Amongst Oil Exporters
  • Thought Experiment: China Oil for Gold Contracts
  • The Challenge for Food & Beverage Retail Incumbents
  • Trucking: High Freight Rates and Record Truck Orders
  • Too Much of a Good Thing
  • A Week of Plenty: Parsing the Big and the Small
  • The Crisis Everyone Knows About
  • The Vollgeld Initiative