Latest Insights on SV
Flying Whales: Tesla Left Cold; Nikola the Bold September 8, 2020 Great Stuff A Whale of a Good Time When we consider the recent market sell-off, it’s important to note that suddenly, though not surprisingly, the Nasdaq whale was called into existence several miles above Wall Street — a somewhat alien planet for the whale. Since this was not a natural position for the whale, it had a […]
The Fed: Friend, Foe … or Fall Guy? September 8, 2020 2020 Financial Crisis, Big Picture. Big Profits., U.S. Economy Lately, attitudes toward the Federal Reserve Bank of the United States tend to fall into two camps. On one side, you have investors making big money from the Fed’s extremely low interest rates and corporate credit market policies. They love the Fed and advise the bearishly inclined not to fight it. On the other side, […]
Help (Not) Wanted: Stock Highs Mean a “Bear Market for Humans” September 4, 2020 2020 Financial Crisis, Big Picture. Big Profits., Investing, Stocks, U.S. Economy [15-minute video] Don’t panic about yesterday’s sell-off … but it might be a window into the future.
Buy Tomorrow’s Winners of the Renewable Energy War Today September 1, 2020 Big Picture. Big Profits., Investing, Investment Opportunities, Natural Resources, Stocks Bluegums is a special place … and it shows the future of electrical energy. It’s a cluster of buildings built out of Table Mountain sandstone, halfway up the slope between the rocky shore of False Bay and the mountainous spine above. The views are stunning: It’s also the southernmost inhabited parcel of land in the […]
Brave New Market; Workhorse to Market; Nio Parks It August 31, 2020 Great Stuff A Brave New Market Summer has come and passed; Wall Street’s innocence can never last. Wake me up when September ends. Like bull markets come to pass, 11 years have gone so fast… August is ending, dear reader, and I still feel like it’s April for some reason. Where did this year go? And how […]





