Latest Insights on RCL
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 […]
Great Stuff Interviews: Clint, Quants & Trading Jaunts June 23, 2022 Great Stuff The Clint-erview Part 2: Quant Club Boogaloo Boom — we’re back, baby! Back in the Great Stuff interview studio, that is. Like we told all y’all yesterday, we’re dishing out more of your favorite Stuff from Great Stuff — and we’re kicking things off with a $2 trillion bang. That’s right: Clint Lee is in […]





