Latest Insights on ALB
Intrinsic Snake Oil, Should You Stay Or Should You Go & Aero Song Smiths
May 13, 2022 Great StuffFriday Feedback: The “Intrinsic Oils” Edition Great Ones, I hope you’ve had your Wheaties… ‘Cause you’re gonna need them for today’s Friday Feedback discussion about cryptocurrencies and essential oils … erm … I mean intrinsic oil. No, that’s not right either… Intrinsic value. Cryptos and intrinsic value … that’s what we’re talking about today. How […]
The Bull Market Is Dead. Long Live the Bull Market!At the simplest level, “what just happened” is that stocks went down... A lot. Going one step further, we can say that stocks went down because bond yields went up. Again, a lot. But to really understand why stocks and bonds have fallen so hard and so fast, we need to understand why they went up so much in the first place.
AMD’s Infinite Power, Yum Brand’s Dark Side, It’s A Ride-Sharing Trap!
May 4, 2022 Great StuffThe AMD Saga Begins A long, long time ago in a galaxy far away … semiconductors were under an attack. And I thought analysts once again would talk tech investors into maybe cutting them a little slack. But their response, it didn’t thrill us. “Demand is dried up!” they tried to tell us. I wasn’t […]
Meet the $1.95 Trillion Man (Everyone Hates Him)Welcome to your Monday Market update! This weekly special edition covers the “Big Picture” factors at play in this week’s headline — so you can stay ahead of the trends with ease!
Apple’s FAANG Force Awakens, Blizzard’s Snowed In & Musk Moves On Twitter
April 25, 2022 Great StuffFAANG De-Fanged? Look, mummy, there’s an earnings plane up in the sky… Great Ones, did you see the frightened ones? D-D-D-Did you see the earnings bombs? Did you ever wonder why we had to run for safe investments when the promise of a brave, new market unfurled beneath a clear, blue sky? Umm … Mr. […]