Latest Insights on BTI
Roku Investors out of Touch; Microsoft’s Handing out Cash September 19, 2019 Great Stuff Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]The Great Walled-Off China May 16, 2019 Great Stuff The U.S.-China trade war has spawned a growing wall between the two countries. OK, it’s not really a wall. It’s more like a chain-link fence with lots of holes … and an unlocked gate … but that’s not the point! In addition to tariffs on $200 billion in Chinese imports, President Trump has added Huawei […]
I Find Your Lack of Investment Disturbing May 15, 2019 Great Stuff The more The Walt Disney Co. (NYSE: DIS) tightens its grip, the less online media is able to slip between its fingers. The Mouse’s House has finally assumed control of online streaming platform Hulu … paying former owner Comcast Corp. (Nasdaq: CMCSA) a measly $5.8 billion. Hulu is the final piece in Disney’s master plan […]
Is Gold Warning Us About A Future Market Drop? October 25, 2018 Gold This chart of gold and stocks suggests participants are rethinking the bull market. The longer they doubt, the more likely market behavior gets nasty.





