Latest Insights on DERM
Big Banks Are Back: The Volcker V-Bound June 25, 2020 Great Stuff The Boys Are Back in Town Guess who just got back today? Them wild-eyed bankers that had been away. Haven’t changed that much to say. But man, I still think them banking cats are crazy. They were askin’ if credit default swaps were around — how they were, and where more derivatives could be found. […]
Market Volatility, It Hertz; Vaccine Hero; Sony’s Disc-Less Wonder June 12, 2020 Great Stuff Friday Four Play: The “Here We Go Again” Edition I don’t know where the market’s going. But I sure know where it’s been. Trading on the promises in songs of yesterday. But Great Stuff has made up its mind. We’re not wasting no more time. Yesterday’s market sell-off was a volatility wake-up call. An acknowledgement […]
Soft Serve Jobs Data; Boeing Sends in the Clowns January 10, 2020 Great Stuff Friday Four Play: The “Send in the Clowns” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve thanked your friend profusely, why not sign up for yourself today? It’s mostly painless. I promise.) Well, that was unsatisfying. […]
Peloton Gets Pounded; Lululemon’s Discount Yoga Pants December 12, 2019 Great Stuff Have I lost my mind? Or am I seriously agreeing with Andrew Left and Citron Research on Peloton Interactive?
Aurora Gets Stoned, Trade War Optimism Is Smokin’ November 15, 2019 Great Stuff Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]





