Latest Insights on EGIO
Who Is Master of YOUR Fate? September 20, 2021 Big Picture. Big Profits., U.S. Economy I’ve emphasized the centrality of U.S. government policy to your investments for 18 months.
Whether it’s the Federal Reserve, stimulus payments, infrastructure bills or the fight against COVID, what the public sector does has had an outsized influence on stock prices.
In theory anyway, the people making those decisions are accountable to us as citizens, taxpayers and voters.
But the last few weeks show that decision-makers who aren’t accountable to anyone can have a far greater impact.
Big Tech’s Breakup, China’s Latest Gamble & Oh, How The Meatless Have Fallen September 16, 2021 Great Stuff Too Big To Break Up? September has been the month of soap opera theatrics. Last Wednesday, we were regaled by the pilot episode of Keeping SECrets … you know, when the SEC and Coinbase Global (Nasdaq: ) got into a tizzy? The SEC ghosted Coinbase’s requests to try and comply with crypto regulations … then […]
Retail Slip & Slide, Walmart’s Boom Stick & DIWhy Bother August 17, 2021 Great Stuff You Got A Fast Car? Is it fast enough so we can fly away? We’ve gotta make a decision, Great Ones. The one thing propping up the U.S. economic recovery just took a massive hit — no, not the Fed, the other thing driving the U.S. economy. This morning, the Commerce Department said that U.S. […]
Mr. Mojo Hyzon, Not So Fine Cytodyn-ing & Covered Calling Cards August 12, 2021 Great Stuff Helluva Hydrogen Hullabaloo It’s that time again, Great Ones! To send away for the free brochure? To make bubbles with our spit? To make wildly inaccurate predictions about the stock market? No, you Animaniacs … though, that last one wounds me a bit. It’s time for Reader Feedback! Today is the day we dig through […]
Forget Tesla — There’s a New King of EVs July 22, 2021 Technology, Winning Investor Daily Tesla has dominated the global electric vehicle (EV) market for years. But there’s another car company that sold a massive amount of EVs in the second quarter.