Latest Insights on NOC
CPI Recovery Thorns, Coinbase’d Exchange & J&J’s Vax Facts April 13, 2021 Great Stuff Every Recovery Has Its Thorn Just like every bear market has its dawn. Just like every investor sings a sad inflation song. Every recovery has its thorn. Great Ones, did you see what the cat dragged in this morning? The latest data on consumer prices in the U.S. hint that inflation’s rising at its fastest […]
Apocalypse Later, Tesla Slayers & Netflix’s Nemeses April 8, 2021 Great Stuff Stuff On The Run Welcome to another edition of Reader Feedback, Great Ones! This is the day we take your deepest, dankest market and investing questions and put them on display … front and center. Remember, there are no stupid questions … only stupid answers, which I pride myself on providing. Today, we’re covering everything […]
Netflix Knocked Out, Pfoof Pfizer & Vaccitech’s Fast Vax Tech April 7, 2021 Great Stuff Competition Killed The Streaming Star I heard you on the internet way back in ‘07. Up streaming late at night, we’d binge-watch ‘til we’re blue. Though you were young, it didn’t stop you coming through. (Oh-a oh!) Amazon took the credit for your second symphony. Then Hulu ate your lunch, and so did Walt Disney. […]
The 3 Keys to Surviving External Market Shocks March 30, 2021 Big Picture. Big Profits. Victorian poet William Ernest Henley published his classic poem “Invictus” in 1888. It includes two lines oft quoted by master orators such as Winston Churchill and Nelson Mandela: I am the master of my fate; I am the captain of my soul. Without context, the words seem to suggest omnipotence. In fact, the poem is […]
Auto Chips ‘N Dip, Nike Knocked Back & Darden Dunks March 26, 2021 Great Stuff Friday Four Play: The “All Dressed Chips” Edition Happy Friday, Great Ones. How’re ya now? Good’n’you? Notso’bad. I’m certainly doing better than automakers right now. What’s so wrong with automakers, eh? Automakers … where to start? Well … pitter-patter, let’s get at’er. Great Ones, we’ve talked about the semiconductor shortage quite a bit this year. […]






