Latest Insights on AA
The Bull Market Is Dead. Long Live the Bull Market!
May 10, 2022 Big Picture. Big Profits., Economy, U.S. Economy
At the simplest level, “what just happened” is that stocks went down... A lot. Going one step further, we can say that stocks went down because bond yields went up. Again, a lot. But to really understand why stocks and bonds have fallen so hard and so fast, we need to understand why they went up so much in the first place. Uber’s “Privileged” Pandering, BioNTech Blazes Ahead, Ford Forgoes Rivian
May 9, 2022 Great Stuff
Uber’s Seismic Privilege Great Ones, today we’re going to talk about “privilege.” You better watch your step, Mr. Great Stuff… Not that kind of “privilege.” You think I want my inbox to explode with the force of a thousand suns? No, we’re talking about an email Uber Technologies (NYSE: ) CEO Dara Khosrowshahi (Bless you!) […] As Far As FAANG’s Concerned … It’s Not “S’all Good, Man!”
May 8, 2022 Great Stuff
Better Call NFLX Ah, Sunday, Sunday. So good to … you! Because today, Great Ones, we’re tuning into some groundbreaking courtroom drama — the kind of shenanigans only a Sunday could bring. Am I … am I still on Facebook? No, no, but since you mentioned dying platforms that are losing their relevance … let’s […] Use This Simple Tool to Time the Next Market Bottom
May 6, 2022 Investing, Mike's Macro View, Trading Strategies, True Options Masters
While other traders worry if a bear market lies ahead, let the market tell you when the decline is over with this simple tool... AMD’s Infinite Power, Yum Brand’s Dark Side, It’s A Ride-Sharing Trap!
May 4, 2022 Great Stuff
The AMD Saga Begins A long, long time ago in a galaxy far away … semiconductors were under an attack. And I thought analysts once again would talk tech investors into maybe cutting them a little slack. But their response, it didn’t thrill us. “Demand is dried up!” they tried to tell us. I wasn’t […]