Latest Insights on SEP
Goldman’s Lowered Expectations, Bouncing Boeing & Snap Back To Surreality July 18, 2022 Great Stuff The Goldman Afternoon Great Ones, you can learn a lot of things from Wall Street banks, especially in the quarter ending in June. There’s a wealth of lowered expectations, all in the Goldman afternoon. Y’all remember that song from Disney’s Alice In Wonderland? Things are certainly getting curiouser and curiouser on Wall Street, and Goldman […]
Great Glimmers Of Positivity; Hyzon’s Prime Time Destiny July 15, 2022 Great Stuff Friday Feedback: The “Don’t Worry, Be Happy” Edition Here’s a little e-zine I wrote. You might want to read it note for note. Don’t worry. Be happy. In every market we have some trouble. But when you worry, your losses double. Don’t worry. Be happy. Great Ones, I have to thank you. Seriously. There’s no […]
Banking On Defaults, Celsius Frozen, EVgo Your Own Way July 14, 2022 Great Stuff Hey JP, JP … You’re Alright By Me Great Ones, I’m high inflation I am. High inflation I am, I am. I bankrupted the widow next door. She’s been bankrupt seven times before. And no one wants inflation. (Inflation!) They’d rather have a William or a Sam. (Yes, sir!) I’m destroying the economy, I’m inflation. […]
Inflation Aggregation Aggravation, Snappy NFTs & Unity Dreams July 13, 2022 Great Stuff And That Was All She Wrote… Great Ones, I woke up late after last night and I knew right away something wasn’t right. Inflation had blown. It took all I had and blew my portfolio apart … should have known it’d go bad right from the start. Where did we do wrong? Bye bye, baby, […]
Wally World’s Canoo Trip; On Pepsi, On Pershing, On Peloton… July 12, 2022 Great Stuff Tip A Canoo & Walmart Too Great Ones, who has heard the great commotion (motion, motion) all the country through? It is the electric vehicle (EV) market rolling on, for EV maker Canoo (Nasdaq: ) and Walmart (NYSE: ) too… And together they’ll build a little van … a van. A van that’s used for […]





