Latest Insights on COST
The No. 9 Cloud: An Earnings Season Fantasy
October 19, 2020 Great StuffStock and Roll Fantasy Here come the jesters, one, two three … it’s all part of my earnings fantasy. I love the music, and I love to see the crowd. Dancin’ in the aisles and tradin’ out loud… If this isn’t your first issue of Great Stuff — welcome, if it is! — you know […]
Deflation, Correlation, Inflation, Agitation … Stimulation?
October 15, 2020 Great StuffThere Is No Magic Bullet Welcome to Reader Feedback day! The day that is all about you, dear reader. Well … I mean, every day at Great Stuff is technically about you. But Thursdays, more so. Why? Because it’s Thursday … and I never could get the hang of Thursdays. Today we dive into the […]
Mega Trend Profits: $2 Trillion Tail Wind Ahead?[3-minute read] Is this the eve of the next big mega trend accelerator event?
Disney Slams Theaters; JPMorgan Slams Earnings; J&J Slams Everyone
October 13, 2020 Great StuffDon’t Fear the Streamer Theaters’ times have come. They were here, but now they’re gone. Walt Disney Co. (NYSE: DIS) don’t fear the streamer, with Disney+, Hulu and ESPN+. We can be like they are. (Come on, baby.) Don’t fear the streamer! After the close last night, Disney announced it will restructure its media and […]