Latest Insights on ZM
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 […]
Senate Knows Best?; Sucker Bets on Jumbo Jets
March 25, 2020 Great StuffMo’ Money, Fewer Problems? They did it. They finally did it. By “they,” I mean Congress … and by “it,” I mean a stimulus package deal to combat the coronavirus. The Senate and the White House announced late last night that they reached an agreement on a historic $2 trillion spending bill. (That’s trillion with […]
Washington Makes It Rain; Invest in Biotech Again?Time to Make It Rain Everybody’s talking about recession, depression, regression, correction, mass infection, elections… All Great Stuff is saying is “chill the freak out.” We’ve gone from no worry at all … to recession concerns … to full-blown depression fears in less than two weeks. It’s so bad that economists and analysts are already […]
Coronavirus Chaos: You HAVE to Buy This DipOutbreaks such as SARS and the swine flu weren’t as deadly as many had feared. That seems to be the case again today with the coronavirus.
Wall Street’s Italian Job; Gilead’s Gilded LeadThe Kings of Wishful Thinking “I’ll get over you; I know I will. I’ll pretend my ship’s not sinking.” — Go West Don’t look now, but we have our first major COVID-19 outbreak in a Western country. Italy announced over the weekend that the number of confirmed coronavirus infections spiked to 230 patients. In response, […]