Latest Insights on AMZN
This Tech Sector Is Like Amazon in 2002There’s one specific sector I’m following that reminds me of Amazon back then.
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.
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 […]