Latest Insights on COF
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas October 27, 2020 Great Stuff House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]
Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’ October 26, 2020 Great Stuff Risk on; Risk off The global economy is sick … and I mean that literally, not in the ‘90s kinda way or in a Michael Jackson’s “Bad is good” kinda way. Over the weekend, the U.S. hit back-to-back record highs for new COVID-19 cases. According to Johns Hopkins University data, the seven-day average of new […]
America’s Greatest Decade Ever Has Arrived October 26, 2020 Technology, Winning Investor Daily While the media warn of a “dark winter” ahead, one thing’s for certain: The next decade is set to be bright.
The No. 9 Cloud: An Earnings Season Fantasy October 19, 2020 Great Stuff Stock and Roll Fantasy Here come the jesters, one, two three … it’s all part of my earnings fantasy. I love the music, and I love to see the crowd. Dancin’ in the aisles and tradin’ out loud… If this isn’t your first issue of Great Stuff — welcome, if it is! — you know […]
Burning Shorts: No More Mr. Nice Nikola September 14, 2020 Great Stuff Where the Down Boys Go Last week, I promised we’d look into Great Stuff Pick Nikola Corp. (Nasdaq: ) and the Hindenburg/Citron disaster. Now that the little voice inside my head isn’t trying to kill me anymore, let’s get right to that… I want to start off by making one thing crystal clear: I don’t […]





