Latest Insights on AMZN
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.
Uber’s “Privileged” Pandering, BioNTech Blazes Ahead, Ford Forgoes Rivian
May 9, 2022 Great StuffUber’s Seismic Privilege Great Ones, today we’re going to talk about “privilege.” You better watch your step, Mr. Great Stuff… Not that kind of “privilege.” You think I want my inbox to explode with the force of a thousand suns? No, we’re talking about an email Uber Technologies (NYSE: ) CEO Dara Khosrowshahi (Bless you!) […]
As Far As FAANG’s Concerned … It’s Not “S’all Good, Man!”
May 8, 2022 Great StuffBetter Call NFLX Ah, Sunday, Sunday. So good to … you! Because today, Great Ones, we’re tuning into some groundbreaking courtroom drama — the kind of shenanigans only a Sunday could bring. Am I … am I still on Facebook? No, no, but since you mentioned dying platforms that are losing their relevance … let’s […]
E-Commerce Catastrophes: Etsy’s Craft Crunch, Shopify Stupefies & Wayfair’s Woes
May 5, 2022 Great StuffA Tale Of Two E-Tailers It was the worst of times, and … yeah, it was just the worst of times. Such is life for the modern retailer, and as we found out today, e-tailers too. Very original, Great Stuff. Aren’t you just the Dickens… Now what’s an e-tailer? What, you’ve never visited the electronic […]