Latest Insights on AMD
When The Market Runs In Circles, It’s A Very, Very … Mad World
May 29, 2022 Great Stuff
Tears For Fed Fears All around me are familiar faces … of worn-out traders, of market players. Up bright and early for their daily stock chases — going nowhere, going nowhere. Tears are filling up their portfolios… No recession! No recession! Hide my money, I want to drown my sorrow… No stocks to borrow. No […] Nvidia’s Perception Problem, Macy’s Dresses The Part, Broadcom’s Big Bid
May 26, 2022 Great Stuff
The Nvidia Kneejerk Have mercy! I’ve been waitin’ for Wall Street all day. Have mercy! I’ve been waitin’ for Wall Street all day. I got my Nvidia (Nasdaq: ) earnings — and my take-home pay. Is this … ZZ Top? I think? It’s a deeper cut, sir, but it checks out. Great Ones, there hasn’t […] The Fed Can’t Fix It, Walmart Drones On & Wendy’s Frosty Buyout
May 25, 2022 Great Stuff
The Fed Won’t Save You This Time Great Ones, I’ve caught a lot of flack for reiterating and believing in the Federal Reserve’s former mantra that inflation is transitory. I honestly believed that narrative. It made sense … at the time. But times change. New facts and events emerge. New data is made available. And […] Dividend Powers Activate, Home Depot’s Re-Tool Time & Inflating Walmart
May 17, 2022 Great Stuff
The Beauty In The Beast Great Ones, I’m afraid I’ve been thinking… A dangerous pastime. I know. But that whacky old coot is called Wall Street. And its sanity is only “so-so.” Now the wheels in my head have been turning since I looked at these loony bull “stans.” See, I’ve promised myself I’d be […] AMD’s Infinite Power, Yum Brand’s Dark Side, It’s A Ride-Sharing Trap!
May 4, 2022 Great Stuff
The 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 […]