Latest Insights on MCD
Earnings Beyond Beat … 1 VIX Chart You Must See October 29, 2019 Great Stuff Don’t Forget the Fed It’s been nice seeing companies driving the narrative on Wall Street again. Earnings season has given us diversity again … a reason to focus on corporate well-being, profits and, of course, failures. But the broader economic kettle is beginning to spew steam again. Tomorrow, we’ll get the first whistle. The Federal […]
Beyond Meat Will Bleed; Microsoft’s JEDI Mind Trick October 28, 2019 Great Stuff Beyond Meat: There Will Be Blood Are you a fan of the meatless wonder? Holding some Beyond Meat Inc. (Nasdaq: BYND) in your portfolio, are you? I can’t say I blame you. BYND is up a massive 300% from its initial public offering (IPO) price of $25. Heck, the shares are even up about 51% […]
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 […]
Wall Street’s Drum Circle; Iran’s Bang and Blame Boosts Oil October 11, 2019 Great Stuff Friday Four Play: Shiny Happy People Trading Stocks It’s such a bright and fuzzy day on Wall Street, isn’t it? We’ve got “warmer feelings” and “good things” happening with China. It’s just like “the Old Days,” according to President Trump. I think we all need to take a moment, put some flowers in our hair, […]
Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling September 27, 2019 Great Stuff Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […]





