Latest Insights on LB
Deflation at the Disco; Atomic Datadog; Musk the Martyr
May 12, 2020 Great Stuff
Wall Street Spins Records This year is all about spinning records. Now, I love to drop vinyl on the turntable as much as the next guy. OK, probably more. There’s just a warm, nostalgic sound with records that you don’t get in today’s sanitized, digital world. But the U.S. economy hasn’t exactly dropped the decade’s […] I Can’t Believe Facebook Stock Is Still This Cheap Facebook is in a prime position to benefit as the economy perks up and traditional ad spending bounces back.
7 Predictions for the Post-Crisis Stock Market
May 1, 2020 2020 Financial Crisis, Big Picture. Big Profits., U.S. Economy
[15-minute video] The pandemic will change the economy and global markets forever. Here are the most important trends to watch as the crisis subsides … and what it means for investing. 30 Million Unemployed; Tesla Cries Freedom; Microsoft Goes Hard
April 30, 2020 Great Stuff
On the Turning Away… …from the pale and downtrodden … and the words that they say which we don’t understand. Wall Street almost — almost — became aware of the U.S. economy this morning. Continuing the epic U.S. employment saga, the Labor Department put another brick in the unemployment wall this morning. Some 3.8 million […] U.S. Shrinkage, Box Office Trolls, Boeing Blows
April 29, 2020 Great Stuff
Country Jerome and the Fed And it’s a one, two, three … what are we buying for? Don’t ask me, I don’t care a wit; next stop is a bull market. And it’s a five, six, seven … open up the pearly gates. Well there ain’t no time to wonder why, whoopee! Stocks are gonna […]