Latest Insights on AMAT
Household Disorder, Stay On Target & The MedMen Machine August 18, 2021 Great Stuff Disorder In The House There’s a flaw in the system … and the fly in the ointment’s gonna bring the whole thing down. — Warren Zevon Did you see the July housing starts report this morning, Great Ones? I’m not surprised if you didn’t. The financial media took one look at this report, blanched in […]
Retail Slip & Slide, Walmart’s Boom Stick & DIWhy Bother August 17, 2021 Great Stuff You Got A Fast Car? Is it fast enough so we can fly away? We’ve gotta make a decision, Great Ones. The one thing propping up the U.S. economic recovery just took a massive hit — no, not the Fed, the other thing driving the U.S. economy. This morning, the Commerce Department said that U.S. […]
Tesla Tears & Nio’s Next, Sonos Breaks The Silence, China’s Tech Terror August 16, 2021 Great Stuff Go Home, Tesla … You’re Drunk? Oh oh, here they come. Watch out, Tesla (Nasdaq: ), they’ll chew you up. Oh oh, here they come… The National Highway Traffic Safety Administration (NHTSA) is far from a maneater … sorry, Hall & Oates … but it is about to make Tesla’s life much more complicated. This […]
Straight Outta Options, Robinhood What-Ifs & Brothers In Arms August 5, 2021 Great Stuff Stop, Drop, Roll, Close, Add … Exercise? Great Ones, I have to commend you: Y’all are just plain amazing. Most of you are stock and ETF traders. But, when I wrote about trading options on Advanced Micro Devices (Nasdaq: ), y’all dove in headfirst like those crazy polar-plunge videos you see on YouTube. And some […]
Lost In The Amazon, Robinhood’s Sherwood Shakedown & LendingClubbing July 30, 2021 Great Stuff Friday Four Play: The “Captain Obvious” Edition Riddle me this, Great Ones… If a company benefits greatly from a once-in-a-lifetime event, should you expect those benefits to continue beyond the event? The answer, which we all know, is “No.” No, you shouldn’t. I mean, the answer is in the question itself: “once in a lifetime.” […]





