Latest Insights on AA
Intrinsic Snake Oil, Should You Stay Or Should You Go & Aero Song Smiths May 13, 2022 Great Stuff Friday 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 […]
Economists Are Dead Wrong on Slower Inflation May 13, 2022 Investing, Mike's Macro View, Trading Strategies, True Options Masters Economists are predicting that inflation will go lower in June — but Mike Carr's forecast is showing something very different...
The Bull Market Is Dead. Long Live the Bull Market! May 10, 2022 Big Picture. Big Profits., Economy, U.S. Economy 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 Stuff Uber’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 Stuff Better 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 […]





