Latest Insights on BBL
The Fed Rolls On; Sticking Stamps.com
February 20, 2020 Great StuffIn a Crisis, 3’s a Crowd Great news, everyone! The U.S. economy is fundamentally solid and the outlook “is a good picture,” at least according to Federal Reserve Vice Chairman Richard Clarida. The Fed’s vice chairman also touted the U.S.’s labor market — the strongest in 50 years — calling it a “huge positive.” Clarida […]
Apple Is the Canary; Buffett Goes Kroger-ing
February 18, 2020 Great StuffCOVID-19: Greater Than Just Apple Oh man … what a weekend! (There ain’t no party like a Presidents Day party. Am I right?) But it wasn’t all George-cherry Jell-O shots and Abe appletinis… In this midst of consuming my executive branch libations, I was struck with a thought: What would it take for Wall Street […]
Bitcoin Is Back — Amazon-Like Gains Are AheadWhile crypto mania won’t come back overnight, I suspect bitcoin and other crypto assets will follow Amazon’s growth trajectory over the next few decades.
Sprin(T)-Mobile; This Dish Is Bananas
February 11, 2020 Great StuffThe 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 […]
438% On Tesla Calls in 4 Days — Here’s My Next MoveTesla’s stock has surged 400% since June. But it’s shaving momentum this week. And that’s causing some investors to predict the electric car maker’s price bubble will burst in 2020. I’ll let you know whether you should bank on it moving higher or falling.