Latest Insights on DBA
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. […] Kung Flu Crazy; Borg Assimilates Delphi; Apple Cooks up Earnings
January 28, 2020 Great Stuff
Kung Flu Crazy Another day, another virus story. Are you sick and tired of the “kung flu” yet? (Editor’s Note: If you’re sick and tired with the kung flu, please seek medical attention immediately.) After getting the sweats yesterday, the market appears to feel much better today. Much like you when you’re out of sick […]