Latest Insights on RCL
Inflation’s Going Up Swinging; Frappuccino NFTs & Costly Oatly
September 13, 2022 Great Stuff
Great Ones, We’re Going Down Swinging… Is inflation more than you bargained for yet? I’ve been trying to tell you … everything, but you don’t want to hear, ‘cause that’s just who I am this year. Lie in the grass next to the CPI report. It’s just a notch in the market, and you’re just […] Banking On Defaults, Celsius Frozen, EVgo Your Own Way
July 14, 2022 Great Stuff
Hey JP, JP … You’re Alright By Me Great Ones, I’m high inflation I am. High inflation I am, I am. I bankrupted the widow next door. She’s been bankrupt seven times before. And no one wants inflation. (Inflation!) They’d rather have a William or a Sam. (Yes, sir!) I’m destroying the economy, I’m inflation. […] Buy Low, Yield High With This 40% Dividend
July 5, 2022 Big Picture. Big Profits.
If you’re an investor, you’ve almost certainly heard the term “flight to safety.” That’s what happens when the market suddenly abandons its optimistic bets and retreats to defensive tried-and-true assets. For me, it evokes a typical scene from the African bush … a flock of playful Cape turtledoves disappearing into the trees as a hungry Verreaux’s eagle circles overhead. Hungry predators are circling your portfolio right now. The “Stuff” Surplus Has Started; Like Taking Candy From Buybuy Baby
June 30, 2022 Great Stuff
Did Somebody Say “Blue Light Special?” Great Ones, we’ve long talked up the average consumer’s willingness to overspend like no tomorrow. You might fancy yourself a thrifty shopper, but c’mon: Who doesn’t at least shell out for the good frozen pizza every once in a while? No? Call it a willingness, call it an active […] Nio’s Stopped Short; McCormick Gets Spicy; TikTok On Borrowed Time
June 29, 2022 Great Stuff
Nio’s Grizzly Bear Market It’s not quite Fourth of July weekend yet, Great Ones, but that didn’t stop the fireworks from flying in Nio’s (NYSE: ) neck of the woods this morning. Yeah, it didn’t stop my neighbor at 10 o’clock last night either… I’ve been there … and you have my deepest sympathies (especially […]