Latest Insights on ARM
Wackos in China, Lowe’s Gets Low, Inovio’s Got Flow May 20, 2020 Great Stuff You Can Run on for a Long Time Sooner or later, the market will cut you down. Despite the foreboding song of the day, we’re not talking about doom and gloom again today. With all the floods, plagues, fires, swarms of locusts and murder hornets, I just couldn’t resist a reference to the man in […]
Vaccine Dreams: Moderna, Sorrento and Novavax May 18, 2020 Great Stuff Damn the Torpedoes! The U.S. economy’s got something. We both know it, but we don’t talk too much about it. Ain’t no real big secret all the same. Somehow, we get around it. Listen, it don’t really matter to Wall Street. Investors believe what they want to believe. And what Wall Street believes right now […]
Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps May 15, 2020 Great Stuff Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […]
A Claim Too Far: The Market’s Line in the Sand May 14, 2020 Great Stuff Batten Down the Hatches I struggled with sugarcoating things for you today, but then I remembered … this is Great Stuff, we don’t do that here! For the past couple of weeks, the market has idled in the eye of the pandemic storm. For all the volatility, the market has made little headway since early […]
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 […]





