Latest Insights on NOC
Tech Earnings Bonanza: Apple Cooks Brunch, Amazon Steals Lunch July 31, 2020 Great Stuff Friday Four Play: The “Go FAAA” Edition Come in here, dear boy, have a cigar. You’re gonna go FAAA! Big Tech is gonna fly high — it’s never gonna die. You can invest in it if you try. They’re gonna love you… FAAA? What’s this FAAA you speak of, Mr. Great Stuff? Well, aside from […]
All Bets Are On; Taiwan Inside; Hasbro’s Has-Been Hotel July 27, 2020 Great Stuff The Boys of Summer Nobody on the road. Nobody on the beach. We can feel it in the air. COVID-19 has put the summer out of reach. Or so we thought… The boys of summer aren’t gone. They’re just a little late to the pandemic party. Yes, dear reader, baseball is back … social distancing […]
Slacking Off; United We Cough; iPick iRobot July 22, 2020 Great Stuff Cutting Some Slack Once again, dear reader, I’m bored with this market. We’ve got China news. We’ve got COVID-19 news. It’s all the same old, same old for 2020. Or so I thought… Thank the market gods for Slack Technologies Inc. (NYSE: WORK). You should be familiar with Slack by now. If not, this California […]
Beware the Cult of the Bull Market June 23, 2020 2020 Financial Crisis, Big Picture. Big Profits., Stocks [5-minute read] Stock prices will ultimately be decided by corporate earnings … and faith alone won’t save them from these headwinds.
Kangaroo Market; A Pilgrim’s Shame; The Shop-Mart Gang June 15, 2020 Great Stuff The Kangaroo Market According to Merriam-Webster, a kangaroo court is “a mock court in which the principles of law and justice are disregarded or perverted.” Now, you’ve heard of kangaroo courts before, right? But have you ever heard of a kangaroo market? On Friday, Berenberg Capital Markets analyst Jonathan Stubbs forwent the usual “bull” or […]





