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Latest Insights on SEE

Welcome to Jungle Amazon Peloton partnership meme Peloton Gets Amazon’ed, Petco’s Not So Pawesome, Retail Recliners
by Joseph Hargett August 24, 2022 Great Stuff
Ride Through The Jungle Whoa, thought it was a nightmare. Lord, it was so true. They told me don’t ride your stationary bike slow. Peloton’s (Nasdaq: ) on the loose. Better run through the jungle? Great Ones, Peloton’s back. Back again? Yup. Shady’s back, but you don’t have to tell a friend … Amazon will […]
biden-and-solar-power Is Biden’s Alternative Energy Plan Political Suicide? America’s utility companies have had virtual monopolies on how we access power, but that’s about to change … thanks to solar.
corporate america needs to go on a diet Corporate America Needs to Go on a Diet — Fast! All of a sudden, we’ve gone from a strong economy to a corporate America that is out of shape.
A Dance With Delta Last week we talked about using delta to decide which option to buy. This week, I want to continue the conversation — but this time, we’re talking about “delta per dollar.”
2 Inflation Losers, and 2 Big Winners 2 Inflation Losers, and 2 Big Winners High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...

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