Latest Insights on DBA
China’s Valentine’s Gift; Earnings All a-Twitter February 6, 2020 Great Stuff China’s Valentine’s Day Gift Well color me happy, the market is on a four-day winning streak! Following on the heels of yesterday’s impressive payrolls data, the major market indexes are retesting all-time high territory. Today’s driver was news that China will cut retaliatory tariffs on some U.S. goods in half. What’s more, the adjustments will […]
The Chinese Time Bomb; Tesla Tendies Time February 4, 2020 Great Stuff The Ticking Chinese Time Bomb Sorry to ruin your bull market party, but there’s an issue we need to discuss … like, right now. I’m talking about the Wuhan coronavirus and the U.S.-China “phase 1” trade deal. Here’s the thing: More than 20,000 Chinese are infected with the Wuhan virus, with some 427 dead. Tens […]
Fixing Our Broken Economy January 31, 2020 Big Picture. Big Profits., Economy, U.S. Economy [17-minute video] The true conclusion of my series on anticompetitive practices in the U.S.
Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes January 30, 2020 Great Stuff Tesla to Bears: Eat My Shorts Do we have any Tesla Inc. (Nasdaq: TSLA) bears reading today? I know you’re out there. You write in to Great Stuff every time I say something positive about the company. Well, get your emails ready. Today, Tesla’s taking a victory lap … and I’m saying: “I told you […]
Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity January 29, 2020 2020 Financial Crisis, Great Stuff See No Virus, Hear No Virus, Speak No Virus Welcome to 2020, where the earnings reactions are made up … and the coronavirus doesn’t matter. That’s right, folks. The Wuhan coronavirus just passed 6,000 confirmed cases in mainland China — making it bigger and faster than SARS — and no one on Wall Street cares. […]