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Latest Insights on CAKE

After not getting a $2 trillion valuation for Saudi Aramco, the compnay took its ball and went home. Lowe’s Train Leaves the Depot; Saudis Go Home & The Bearish Barrage November 20, 2019 by Joseph Hargett Great Stuff First World Problems? Saudi Crown Prince Mohammed bin Salman is having a terrible, horrible, no good, very bad year. This past month, the Saudi Arabian prince and head of state-owned Saudi Aramco learned that his newly minted initial public offering (IPO) was worth way less than he expected. Despite protests that he hadn’t even taken […]
President Trump apparently didn’t like the idea of China winning either. This morning, Trump told reporters that the U.S. hasn’t agreed to rolling back tariffs as part of the “phase one” trade deal. Trump Gets Tough on Trade; Disney Pounces on … Everyone November 8, 2019 by Joseph Hargett Great Stuff Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […]
With HBO Max, AT&T shows it’s still a dinosaur operating in the digital age. AT&T Mystifies; Mattel Surprises; GE Electrifies October 30, 2019 by Joseph Hargett Great Stuff AT&T’s Max Facepalm Yesterday, AT&T Inc. (NYSE: T) unveiled a new streaming service that rocked the market and sent Netflix Inc.’s (Nasdaq: NFLX) stock plunging. That’s what I should have been able to tell you today. But, in classic AT&T style, the company still managed to put investors in a bind. HBO Max is AT&T’s […]
Great Stuff 06-21-2019 The Odd Couple: Trump and Xi June 24, 2019 by Joseph Hargett Great Stuff Are you watching this year’s hottest sitcom, Trading Tariffs? If not, you’re missing out big time. U.S. President Donald Trump and Chinese President Xi Jinping have an on-screen chemistry not seen since the golden age of American TV. Remember Moonlighting? Remington Steele? The Odd Couple? Amateurs. They’re nothing compared to this season of Trading Tariffs. Trump and Jinping shine so […]
Total Eclipse of the Chips May 19, 2019 by Joseph Hargett Great Stuff Once upon a time there was light in Intel Corp.’s (Nasdaq: INTC) life. Now it’s only falling apart. There’s nothing we can say, CEO Lisa Su’s Advanced Micro Devices Inc. (Nasdaq: AMD) has all the heart. On Tuesday, AMD released its latest line of Ryzen PC central processing units (CPUs) — and a new graphics […]

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