Latest Insights on ALB
Cycle? No, Iran; No-Cash Nio Delivers
January 6, 2020 Great Stuff
A New Cycle Is Born? Did you think the Iran-U.S. conflict would fade over the weekend? We could only be so lucky. But one does not simply rock the casbah and walk away … especially when one continues to rock the casbah throughout the weekend. After Iran promised to retaliate for the killing of top […] Aurora-Coke Rumors: All Smoke and No Toke
December 26, 2019 Great Stuff
Share a Coke With Aurora Cannabis? Are you well rested from the holiday break? I hope so, because I have a doozy of a conspiracy theory in the cannabis sector for you today. It involves the most widely held stock on Robinhood and the world’s largest soft drink maker. Before we get to the speculation, […] Go Bull or Bust; Netflix Is Mr. Worldwide
December 17, 2019 Great Stuff
Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […] Trump Gets Tough on Trade; Disney Pounces on … Everyone
November 8, 2019 Great Stuff
Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […] Facebook’s Altered Reality Glasses; Breaking up With FedEx
September 18, 2019 Great Stuff
Just Rolled Into the Shop Ever have one of those moments driving your car where things just don’t feel right? A slight pull to the side, an engine stutter, a weird hitch while shifting gears … and then everything goes back to normal. There’s no engine light, but you have a feeling that orange beacon […]