Latest Insights on NEM
Deflation at the Disco; Atomic Datadog; Musk the Martyr
May 12, 2020 Great Stuff
Wall Street Spins Records This year is all about spinning records. Now, I love to drop vinyl on the turntable as much as the next guy. OK, probably more. There’s just a warm, nostalgic sound with records that you don’t get in today’s sanitized, digital world. But the U.S. economy hasn’t exactly dropped the decade’s […] Double Bottom or Long U?
May 11, 2020 2020 Financial Crisis, Big Picture. Big Profits., Investing
[17-minute video] Investors have so much faith in Fed stimulus and a miracle cure that a decline in stocks may take a while … here are three things you can do as the market finds its way to a true recovery. Who Needs Jobs?; Uber Eats $3 Billion Loss; Roku’s Still Boss
May 8, 2020 Great Stuff
Friday Four Play: The ¯\_(ツ)_/¯ Edition It’s official. The U.S. economy is in tatters … and Wall Street doesn’t seem to mind. According to the Labor Department, the U.S. lost a record 20.5 million jobs in April. That’s roughly 25 times more lost jobs than in the worst month of the 2008 financial crisis. Furthermore, […] Everyone Thinks This Lockdown Darling Will Soar — They’re Wrong Description: (4-minute read) Don’t buy this streaming stock because of the lockdown. All of our binge-watching doesn’t translate to growth in the stock. John Ross’ chart shows why the stock is set to fall in the coming weeks — and how you can profit from the move.
Jobs on the Line; Peloton’s Doing Fine
May 7, 2020 Great Stuff
Wall Street’s Breaking Bad This must be Thursday. I never could get the hang of Thursdays. — Arthur Dent, The Hitchhiker’s Guide to the Galaxy. Indeed, it is Thursday, dear reader. And you know what that means … weekly unemployment claims and a market rally. (More optimistically, it’s also Reader Feedback day! Read on…) The […]