Latest Insights on SHOP
Household Disorder, Stay On Target & The MedMen Machine August 18, 2021 Great Stuff Disorder In The House There’s a flaw in the system … and the fly in the ointment’s gonna bring the whole thing down. — Warren Zevon Did you see the July housing starts report this morning, Great Ones? I’m not surprised if you didn’t. The financial media took one look at this report, blanched in […]
Retail Slip & Slide, Walmart’s Boom Stick & DIWhy Bother August 17, 2021 Great Stuff You Got A Fast Car? Is it fast enough so we can fly away? We’ve gotta make a decision, Great Ones. The one thing propping up the U.S. economic recovery just took a massive hit — no, not the Fed, the other thing driving the U.S. economy. This morning, the Commerce Department said that U.S. […]
Tesla Tears & Nio’s Next, Sonos Breaks The Silence, China’s Tech Terror August 16, 2021 Great Stuff Go Home, Tesla … You’re Drunk? Oh oh, here they come. Watch out, Tesla (Nasdaq: ), they’ll chew you up. Oh oh, here they come… The National Highway Traffic Safety Administration (NHTSA) is far from a maneater … sorry, Hall & Oates … but it is about to make Tesla’s life much more complicated. This […]
The Mouse’s Fury, Whiffed Wishes and Canadian Railroad Dreams August 13, 2021 Great Stuff Friday Four Play: The “Happiest Place On Earth” Edition Just like Jason Voorhees, Walt Disney (NYSE: ) just won’t stay down for long. And today’s quarterly report raised the Mouse’s House from the proverbial grave once again. Now, since Disney is a Great Stuff Picks portfolio holding, you know I never thought Disney was dead […]
Jobs Jabs, Space Specials & The Wind In The Zillows August 6, 2021 Great Stuff Friday Four Play: The “Walkin’ The Tightrope” Edition Great Ones, the U.S. economy’s caught up in a whirlwind, can’t catch its breath. It’s knee-deep in jobs data, broke out in cold sweat. But that doesn’t mean you can’t catch a turtle in this rat race. You just have to keep walkin’ the tightrope … both […]MEET OUR EXPERTS
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