Latest Insights on SWI
China Goes Viral; Tesla Hits the Accelerator; Roku Waxes Brazil January 21, 2020 Great Stuff Down With the Sickness I hope you have some snacks and a comfy chair ready … the Senate impeachment trials begin today! We all know that this trial will be a great big nothing-burger, and Wall Street is treating it thusly. I mean, 20 Republicans would have to vote against their party for anything to […]
More Roaring Bears; Netflix Puts on Airs; Apple Doesn’t Care January 17, 2020 Great Stuff Friday Four Play: The “Big FAANG-y Teeth” Edition Before we get started today, I want to remind you that Great Stuff will be closed on Monday, January 20. It’s Martin Luther King Jr. Day, and the market is closed. I’ll be enjoying my day off, and I suggest you do the same! With the pleasantries […]
Netflix Catches the Golden Snub January 7, 2020 Great Stuff Hollywood’s Irrelevant Awards So, the Golden Globes happened this weekend … and nobody cared. Granted, the award show happened in the middle of the U.S.-Iran escalation, so not many people were paying attention anyway. But now that the situation with Iran is starting to die down a bit on Wall Street … nope. No one […]
Boeing’s New Digs; China Seeks Pigs December 23, 2019 Great Stuff It’s Time to Pig Out on China Forget the bull market … it’s time to look at the pig market! Starting in January, China is cutting import tariffs on more than 850 products. Those products will range from avocados (Do the Chinese do avocado toast too?) to semiconductors to pork. Diving into a few key […]
Impeachment Melt-Up; Maxing out With Micron December 19, 2019 Great Stuff Ain’t That a Peach I’ve been hesitant to wade into the impeachment waters … for obvious reasons. I don’t like politics. I mean, I do … but I don’t like mixing them with investing advice unless it’s absolutely necessary. I’m putting a toe in the impeachment pond today because the U.S. House of Representatives voted […]





