Latest Insights on SEP
EV Dazed & Confused; Kroger’s Gracious Grocers; Amazon Amazons Itself March 3, 2022 Great Stuff So Give Me Coffee & EVs Easily… I’ve seen so much electric vehicle (EV) news, I’m going blind, and I’m brain-dead virtually. Investing? It’s hard enough already… Chop chop, Great Stuff. It’s too late in the week for riddles. Hasty today, aren’t we? Gee… In your rush, you might’ve also missed the massive deluge of […]
Biden Has Big Plans for U.S. Chips and EVs March 3, 2022 Government & Politics, Technology, Winning Investor Daily In his State of the Union address, President Joe Biden focused on two critical technologies: semiconductors and electric vehicles (EVs).
OPEC’s Pep Talk, Dollar Tree’s Test & Ford’s Double Focus March 2, 2022 Great Stuff Burning The Midnight Oil Great Ones, oil is weird. I’m not talking about how oil is basically decayed, decomposed lizards from millions of years ago. Or how all those lizards died in a global extinction event … or even how the overuse of those recumbent and rotted reptiles is potentially leading us toward our own […]
Bitcoin’s Balboa Moment, Zoom’s Doom & SalesForce’s NFT Backroom March 1, 2022 Great Stuff Bitcoin: There’s No Easy Way Out Great Ones, Bitcoin’s (BTC) not indestructible. Baby, better get that straight. I think it’s unbelievable how crypto gave in to the hands of fate. But some things are worth fighting for. Some investments never die. I’m not asking for another currency — I just wanna know why! There’s no […]
The 1st War of the Globalized Era March 1, 2022 Big Picture. Big Profits., Investment Opportunities, News Would World War II have come as quickly as it did? Probably not. In reality, Germany was already isolated. After 1933, the Nazis moved to make the country self-reliant. Everything went to Hitler's war machine. Germany didn't depend on Europe for anything in 1939, and vice versa. From its spurious historical rationale to its bloodiness, Vladimir Putin’s invasion of Ukraine is a carbon copy of Hitler’s invasion of Poland (with one exception: Putin's blitzkrieg appears to be failing in the face of fanatical Ukrainian resistance).And yet, Russian commodities still flow westward. Although Western sanctions have ratcheted up faster than I expected, there are still big carve-outs for Russian energy exports.





