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Latest Insights on DAL

The Sprint/T-Mobile deal is big trouble for moose and squirrel … er, rather, Verizon and AT&T. I’ll let you decide which is the squirrel and which is the moose. Sprin(T)-Mobile; This Dish Is Bananas
by Joseph Hargett February 11, 2020 Great Stuff
The Un-Network Is Now THE Network And then there were three… The wireless market got a touch smaller and far more interesting this morning. A U.S. federal judge ruled in favor of the $26 billion merger between Sprint Corp. (NYSE: S) and T-Mobile US Inc. (Nasdaq: TMUS). The ruling shut down a multistate challenge to […]
The best thing an investor can do right now is not panic. Hunker down, hold what you can and wait. This too shall pass. Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […]
I’m not sure whether or not the coronavirus will turn into the same epidemic as Ebola. But it bears watching for a similar fallout. The Coronavirus Is Spreading — Avoid This Sector I’m not sure whether or not the coronavirus will turn into the same epidemic as Ebola. But it bears watching for a similar fallout.
Forget the Senate impeachment trial — Wall Street watches as China goes viral. China Goes Viral; Tesla Hits the Accelerator; Roku Waxes Brazil
by Joseph Hargett January 21, 2020 Great Stuff
Down With the Sickness I hope you have some snacks and a comfy chair ready … the Senate impeachment trials begin today! We all know that this trial will be a great big nothing-burger, and Wall Street is treating it thusly. I mean, 20 Republicans would have to vote against their party for anything to […]
December’s jobs data was uninspiring. Luckily, Boeing had some spare clowns and monkeys to liven up Wall Street ahead of the weekend. Soft Serve Jobs Data; Boeing Sends in the Clowns
by Joseph Hargett January 10, 2020 Great Stuff
Friday Four Play: The “Send in the Clowns” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve thanked your friend profusely, why not sign up for yourself today? It’s mostly painless. I promise.) Well, that was unsatisfying. […]

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