Latest Insights on MMM
Inflation Of My Ire, Apple Sauced & MongoDB’s Mega Mess March 10, 2021 Great Stuff
Fizz, Fizz, Oh What A Relief It Is? So, Great Ones … how do you spell “relief?” Bank of America apparently spells relief thusly: “S T I M U L U S.” Today, the big American bank’s research investment committee said that the $1.9 trillion in stimulus spending won’t overheat the U.S. economy. It even […]
Unlimited Plug Power, Hyzon Hype Down and the Walls of Jericho February 25, 2021 Great Stuff
The New Plug Power Generation With all due respect to Prince, Great Stuff is taking over as the head of the new power generation. We’re looking for the cream of the investment crop so you can deck yourself out in diamonds and pearls … it should make you a happy boy or a girl. Today, […]
Double Servings of Earnings: A Full Plate With the FAM January 25, 2021 Great Stuff
The “Oops, All Earnings!” Edition So, you really want to talk about earnings, huh? Why yes … yes I do. In fact, I dedicated today’s entire edition of Great Stuff to our favorite quarterly Wall Street soap opera — no, not EV Days or Antitrust Issues. Those are slated for later this week… Welcome to […]
O Crypto! My Captain, Nicking Nio Batteries and Alibaba’s China Conundrum January 14, 2021 Great Stuff
O Crypto! My Captain! Y’all know what time it is… It’s Great Stuff Reader Feedback day! It’s once again time to hold my nose and dive into the Great Stuff email inbox to answer your questions, digest your rants and laugh at whatever absurd things you’ve sent me in the past week. While you’re clearly […]
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas October 27, 2020 Great Stuff
House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]MEET OUR EXPERTS
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