Latest Insights on ALB
Deflation at the Disco; Atomic Datadog; Musk the Martyr
May 12, 2020 Great StuffWall Street Spins Records This year is all about spinning records. Now, I love to drop vinyl on the turntable as much as the next guy. OK, probably more. There’s just a warm, nostalgic sound with records that you don’t get in today’s sanitized, digital world. But the U.S. economy hasn’t exactly dropped the decade’s […]
Economy Grapples; Targeting Apples; New Great Stuff Pick!
April 23, 2020 Great StuffGoodbye Yellow Brick Road When are you gonna come down? When are you going to land? Filings for initial jobless claims jumped by 4.4 million last week, the U.S. Department of Labor reported today … and the market rallied. No, this isn’t déjà vu. This isn’t a glitch in the Matrix … no matter how […]
Cash for Clunkers Stimulus Means HUGE EV ProfitsThere’s a big investment opportunity coming amid the rising calls for a new federal “cash for clunkers” car-buying program.
Tangled Market Morgans; Therapy in the Lap of Luxury
April 6, 2020 Great StuffA Tale of 2 Morgans It is the best of times; it is the worst of times. We’re living in both an age of wisdom and an age of foolishness. And while this weekend’s coronavirus news helped lift expectations for the spring of hope … we’re likely headed toward a winter of despair. Dickens? On […]
6.6 Million Job Cuts; Luckin Nuts; Zoom’s a Klutz
April 2, 2020 Great StuffThanks, I Hate Record-Setting Years Anyone else tired of records? I’m not talking about vinyl. My vinyl collection is one of the few things keeping me sane during this quarantine (The White Album, Led Zeppelin IV, Ziggy Stardust, Dark Side of the Moon, Facelift, Paul’s Boutique, World Domination … it gets more eccentric as the […]