Latest Insights on DBA
Peloton Climbs a Mountain of Loss … and Uber’s Buried Under It November 5, 2019 Great Stuff
So Much Winning Here’s your question for the week: Who’s winning the U.S.-China trade war? We’ve seen plenty of updates in the past 48 hours on U.S.-China trade relations, with many Wall Street pundits claiming “progress” in negotiations. This progress is why the markets are rallying, after all. This first bit of news arrived on […]
Scary Starbucks, Apple iZombies and Freaky Facebook October 31, 2019 Great Stuff
The Nightmare Before a Trade Deal I hope you’re ready for a real old-fashioned Halloween, ’cause I’m long on tricks and short on treats today. Of course, the U.S.-China trade deal is at the center of this endless nightmare. Earlier this month, President Trump tweeted that a “phase one” trade deal with China was finalized […]
AT&T Mystifies; Mattel Surprises; GE Electrifies October 30, 2019 Great Stuff
AT&T’s Max Facepalm Yesterday, AT&T Inc. (NYSE: T) unveiled a new streaming service that rocked the market and sent Netflix Inc.’s (Nasdaq: NFLX) stock plunging. That’s what I should have been able to tell you today. But, in classic AT&T style, the company still managed to put investors in a bind. HBO Max is AT&T’s […]
WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […]
The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […]






