Latest Insights on DB
GEnron, Nvidia’s New Normal and Buying Greenland
August 16, 2019 Great Stuff
Friday Four Play: GEnron, Nvidia’s New Normal and Buying Greenland The word on the Street today is that the market’s rallying because of strong consumer spending. Well, rallying is a strong word. Bouncing, maybe? Pretty much any positive news is going to lift spirits at this point, and Wall Street is clinging tightly to any […] Walmart Won’t Yield for the Inverted Curve; Alibaba Black Sheep
August 15, 2019 Great Stuff
No Money, Mo’ Problems OK, class. Today, I’m going to try to learn you something. I’m sure you’ve heard that the Dow plunged more than 800 points yesterday — its biggest one-day loss of the year. The reason for that plunge was the inverted yield curve. You may have also heard from the financial media […] Averting the Trade War on Christmas
August 14, 2019 Great Stuff
Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […] The Curse of Pavlov’s Market; Verizon’s Tumblr Fire Sale
August 13, 2019 Great Stuff
Pavlov’s Market Wall Street has been conditioned. The White House says a trade deal is practically done … the market rallies. The very next day, the White House levies 10% tariffs on Chinese goods … the market plunges. Ring the bell once — rally. Ring the bell twice — sell-off. We are truly living in […] How Uber Lost $5.2 Billion In 3 Months With This 1 Trick
August 12, 2019 Great Stuff
How to Lose $5.2 Billion in 3 Months: The Uber Story My flippant attitude and punny sense of humor are both a blessing and a curse. Just ask my wife of 20 years. She’ll tell you the same thing. It appears that you, dear readers, are now in the same boat as my wife — […]