Latest Insights on SEP
The Fed’s Failure To Launch, Rivian Rips & McDonald’s Dips
February 14, 2022 Great Stuff
The Fed Goes Jekyll And Hyde Great Ones, there’s something funny about the Federal Reserve. I mean, when I talk about the Fed, I’m typically talking directly about Federal Reserve Chairman Jerome Powell — aka J. Pow or J. Money depending on which subreddit you’re on. Everybody funny, Mr. Great Stuff. Now you funny too. […] What’s The Deal With The Super Bowl Indicator?
February 12, 2022 Great Stuff
What’s The Deal With The Super Bowl Indicator? The year was 1989. January 1989, to be precise. Ronald Regan was president. “Two Hearts” by Phil Collins topped the charts, and the original Nintendo Entertainment System (NES) was the most sought-after Christmas gift ever. I didn’t get an NES that year — much like the PlayStation […] Rogan In The Deep, Tesla’s Lead To Keep & Peloton’s Time To Sleep
February 11, 2022 Great Stuff
Friday Feedback: The “Rogan On A River” Edition ♫Overture. Curtains. Lights. This is it, we’ll hit the heights. And oh, what heights we’ll hit. On with the show, this is it! ♫ Oh, and what a show it is, Great Ones! Some might even say it’s “The Greatest Show In Finance!”™ I don’t know anyone […] Solar’s Not An Enphase; Canopy’s Not Cashed Nor Is Chipotle Real Mexican Food
February 9, 2022 Great Stuff
Enphase’d & Not Confused When I’m investing, I strut my stuff, my portfolio’s so strung out. Enphase (Nasdaq: ) is high as a kite; I just might stop to check them out… Let me go oooon! If you were looking for a blister in the sun, Great Ones, no amount of sunscreen is gonna shield […] Nvidia Strong ARM’ed, Take-Two’s Tango & Peloton’s Pain
February 8, 2022 Great Stuff
Nvidia: Dis-ARM’ed & Dangerous Well, Great Ones, I think we all saw the writing on the wall on this one. Nvidia (Nasdaq: ) has officially abandoned its $40 billion cash-and-stock ARM Holding takeover attempt. In a joint statement, Nvidia and ARM parent company SoftBank said: The parties agreed to terminate the agreement because of significant […]