Latest Insights on AMZN
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]
The Real Question for the $63 Billion AbbVie-Allergan Acquisition June 25, 2019 Great Stuff I know my brain doesn’t work quite right. I wouldn’t be writing Great Stuff if it did. Today, I’m left with a burning question on AbbVie’s $63 billion cash and stock acquisition of Allergan. It’s not about the viability of the combined company. Both AbbVie Inc. (NYSE: ABBV) and Allergan PLC (NYSE: AGN) face serious […]Carmageddon Is Coming June 6, 2019 Great Stuff And I looked, and beheld pale affordable ride-sharing: and his name that caught a Lyft was Death, and Carmageddon followed with him. Are you prepared for the end of times for personal vehicles? Dogs and cats ride-sharing together … mass hysteria! It’s happening already. Well, not the “dogs and cats” thing. They don’t have opposable […]
Trade War Part 2: Interest-Rate Cut Boogaloo June 5, 2019 Great Stuff The U.S.-China trade war has entered phase 2. The first phase was hiking tariffs and trying to see who would blink first. But neither side blinked. In fact, China called the U.S. on tariffs and backed out of trade negotiations in May amid some pretty strong rhetoric. Now, with both countries feeling the tariff effects, […]
Apple’s Rotten Truth June 4, 2019 Great Stuff Apple Inc.’s (Nasdaq: AAPL) iTunes is dead. The iconic music software that helped drive iPod and iPhone sales is on the way out. Eighteen is such a young age to go. *Sniff* But it is a necessary death. iPhone sales have tanked for the past two quarters. Consumers just don’t see the point in paying more […]
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