Latest Insights on DBA
Amazon & The Phantom Rivian Menace April 16, 2022 Great Stuff What’s The Deal With Amazon? Ah, Amazon.com (Nasdaq: ) on a Saturday morning… It’s time to relax. And you know what that means. A glass of bourbon, your favorite easy chair and, of course, Great Stuff playing on your digital device. So go on and indulge yourself. That’s right, kick off your shoes. Put your […]
All In A Day Trade’s Work; Hertz Rent A Cell; Incorrect, Not Wrong April 15, 2022 Great Stuff Friday Feedback: The “Inflation, Don’t Hertz Me!” Edition Are ya ready, Great Ones? Aye, aye, Mr. Great Stuff! Ooooh! Who lives in BFE down in Kentucky? Mr. Great Stuff! Yellow, absorbent and porous is he! Mr. … wait, what?! It’s better not to ask. But this ain’t Bikini Bottom. It ain’t no country club, either. […]
Ain’t Nothing Gonna Break My Market; Meta’s Horizon Zero Dawn & Delta’s Fueling Frisky April 13, 2022 Great Stuff Don’t Break Your Stride Great Ones, last night I had the strangest dream. I sailed away to China … with a little portfolio to find ya. And you said you had to deal with inflation and needed someone to help you through. What does that mean? And you said… Ain’t nothin’ gonna break my stride! […]
Peeking At Peak Inflation; CarMax Blows A Tire & Apple’s Red Scare April 12, 2022 Great Stuff The Devil’s Left Hand Great Ones, mamma might have said that the pistol is the devil’s right hand … but I’ll swear until the day I can no longer write that inflation is the devil’s left hand. Today’s consumer price index (CPI) — and Wall Street’s reaction to it — is a prime example. Are […]
Misty Nvidia Hop, Shine On You Crazy Elon & Lay Off The Lithium April 11, 2022 Great Stuff When Analysts Attack: Artificial Intelligence, No Preservatives Great Ones, I was walkin’ on Wall Street just the other day, baby. What do you … what do you think I saw? Crowds of analysts sittin’ on the grass with flowers in their hair? It seems you already know the score. Yeah, you know how it is. […]