Latest Insights on CSCO
The Dashing, The Drafted and the Disney+
November 13, 2020 Great Stuff
Friday Four Play: The “Slim Shady IPO” Edition Guess who’s back … back again? Great Stuff’s back. Tell a friend. (Tell a friend.) I’ve created a monster, ‘cause nobody wants to see Joseph no more. They want Mr. Great Stuff — I’m chopped liver. Well, if you want Great Stuff, this is what I’ll give […] Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps
May 15, 2020 Great Stuff
Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […] Make America Confident Again; Musk’s No-Diesel Legal Weasel
May 11, 2020 Great Stuff
Confidently Overconfident It’s one thing to be confident, dear reader. It’s another thing entirely to be blindly overconfident. Today, we saw Wall Street give a pause to last week’s massive rally, following one of the most devastating monthly U.S. jobs reports ever. It seems that more than a few analysts are starting to realize just […] Alibaba Explains It All; Tesla’s $2 Billion Call
February 13, 2020 Great Stuff
Alibaba Explains It All The market’s got chills. They’re multiplying. And China’s losing control. Because the Wuhan virus they’re supplying … is electrifying! Yesterday’s lull in new, reported coronavirus infections was the calm before the storm. Today, China announced 15,152 new cases and 254 new deaths. The totals now stand at more than 60,0000 confirmed […] The Chinese Time Bomb; Tesla Tendies Time
February 4, 2020 Great Stuff
The Ticking Chinese Time Bomb Sorry to ruin your bull market party, but there’s an issue we need to discuss … like, right now. I’m talking about the Wuhan coronavirus and the U.S.-China “phase 1” trade deal. Here’s the thing: More than 20,000 Chinese are infected with the Wuhan virus, with some 427 dead. Tens […]