Latest Insights on EGIO
China’s Valentine’s Gift; Earnings All a-Twitter February 6, 2020 Great Stuff China’s Valentine’s Day Gift Well color me happy, the market is on a four-day winning streak! Following on the heels of yesterday’s impressive payrolls data, the major market indexes are retesting all-time high territory. Today’s driver was news that China will cut retaliatory tariffs on some U.S. goods in half. What’s more, the adjustments will […]
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 […]
Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes January 30, 2020 Great Stuff Tesla to Bears: Eat My Shorts Do we have any Tesla Inc. (Nasdaq: TSLA) bears reading today? I know you’re out there. You write in to Great Stuff every time I say something positive about the company. Well, get your emails ready. Today, Tesla’s taking a victory lap … and I’m saying: “I told you […]
Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple January 24, 2020 Great Stuff Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […]
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 […]