Latest Insights on NOC
Roku + Comcast? FedEx’s Folly; Nike’s Sole Asylum June 25, 2021 Great Stuff Friday Four Play: The “Roku Rumors” Edition ♫How do rumors get started? They’re started by jealous people and…♫ Welcome to Friday, Great Ones! Today we’re diving into rumors that Comcast (Nasdaq: ) is eyeing Roku (Nasdaq: ) as a potential takeover target. But before we get to that, a little Friday fun: Do you know […]
Wall Street’s Inflation Fetish, Serfs Of Lordstown & Instagram Goes IRL June 9, 2021 Great Stuff Wall Street’s Inflation Fetish It’s Wednesday, my dudes! We are halfway through the trading week, with very little from Wall Street to show for it. In fact, the S&P 500, the Dow and the Nasdaq have all gone basically nowhere since the beginning of May. If you ask around among the talking heads on Wall […]
The Lordstown Losers, Moderna Matters & Apple Gets Cooked May 25, 2021 Great Stuff Lordstown, You Wreck Me Baby Great Ones, somewhere, somehow, somebody must have kicked you around some. Tell me why you want to lay there invested in Lordstown Motors (Nasdaq: ). It don’t really matter to me, Great Ones. Everybody’s had to fight to be free. But you don’t … have … to invest like a […]
Zero Sum Stimulus Game, Bitcoin Bravery & Hell In A Fuel Cell May 20, 2021 Great Stuff The Ballad Of Curtis D. Welcome one and all to “The Greatest Show In Finance!”™ As always, I’m your ringmaster, Mr. Great Stuff … and today is Reader Feedback day. If this is your first time joining the Great Stuff crowd, Reader Feedback day is the day that we root through the Great Stuff inbox […]
Bitcoin Blows Bubbles, Lowe’s Lull Looms & Target’s On Target May 19, 2021 Great Stuff I Blame Elon Musk Great Ones, let’s talk about Bitcoin (BTC) … again. Don’t get me wrong: I like Bitcoin and cryptocurrencies. But it seems like that’s all I’m talking about lately. In hindsight, I guess that should’ve been a hint… Man, I hate to think I’m losing my contrarian chops here. In the past […]





