Latest Insights on PGR
Double Servings of Earnings: A Full Plate With the FAM January 25, 2021 Great Stuff The “Oops, All Earnings!” Edition So, you really want to talk about earnings, huh? Why yes … yes I do. In fact, I dedicated today’s entire edition of Great Stuff to our favorite quarterly Wall Street soap opera — no, not EV Days or Antitrust Issues. Those are slated for later this week… Welcome to […]
Wall Street Gets Small; Netflix Nukes Numbers and BABA’s Black Sheep January 20, 2021 Great Stuff Let’s Get Small Today, Great Ones, we’re talking about small-cap stocks — those Russell 2000 juggernauts set to lead the way this year. So, as SNL great Steve Martin once said … let’s get small! (Side note: Did you know that Steve Martin was never an SNL cast member? Discuss amongst yourselves.) This year, the […]
Nio’s Surprise Sedan, CrowdStruck and the Apple of Hyundai’s Eye January 11, 2021 Great Stuff High Voltage Move over, Tesla! The new king of growth in the electric vehicle (EV) market just hit high gear. Nio (NYSE: ) put the pedal to the metal — do they even do that in EVs? — and surged roughly 14% on the open this morning. The company is now the No. 2 automaker […]
Bounty Hunting: On Bourbon, Options and Bitcoin January 8, 2021 Great Stuff Friday Four Play: The “Bourbon Bounty” Edition Today, Great Ones, we’re talking bourbon and options — two of my favorite things. You knew it had to happen sooner or later… As most of you know, I fancy myself a bit of a bourbon connoisseur. I also started my financial career in the options market. Surprisingly, […]
Furious Fund Flows; A MU Point; Sachs Sacks Solar January 5, 2021 Great Stuff Bubble, Bubble … Are We in Trouble? Ch-ch-ch-ch-changes. Turn and face the strange, if you want to be a richer man. Today, we’re talking about changes. Specifically, changes in the ever-exciting world of market fund flows! Fund flows? Wake me when it’s over … zzzz. Don’t nod off: You’ll want to hear (read?) this one […]





