Latest Insights on DM
Buy the Omicron Dip! (But Choose Wisely) December 3, 2021 Big Picture. Big Profits., Investing Markets went haywire this week (and last) in response to a double whammy: Omicron’s appearance on the COVID stage and a suddenly hawkish Fed. Stocks dropped across the board … but some dropped more than others. That confirms what I’ve been saying for most of 2021: The market increasingly prefers quality and consistent earnings growth […]
Boeing Bites Back; Whistling Tesla; Dolla Dolla General December 2, 2021 Great Stuff A Flight Of Fancy On A Windswept Field Into the distance, a ribbon of sell-offs … stretched to the point of no turning back. Great Ones, I can’t keep my eyes from the circling sky today. Tongue-tied and twisted. Just an earthbound misfit, I … by golly, by gosh, I think Boeing’s (NYSE: ) learning […]
Omicron’s Market Madness, Meta’s Gif Horse & Raptor’s Wreckage November 30, 2021 Great Stuff Don’t Panic & Carry A Towel The market gets to the bottom then goes back to the top of the slide, where it stops and it turns and it goes for a ride … ‘till it gets to the bottom and it does it again! Yeah, yeah, yeah! Do you, don’t you want me to […]
A Stock-Picking Mutation to Beat the Omicron Threat November 30, 2021 Big Picture. Big Profits., Global Economy, News This is a company that has never made a profit. In fact, it’s never made any money at all. On top of that, analysts expect its per-share losses to double by the end of 2022. Assuming Adagio manages to generate some revenues next year — the market consensus is a minuscule $151 million — it’s already trading at almost 20 times those sales. Why? Because COVID is here to stay … and the search for a response is moving into new areas … quickly.
Caffeine Dreams: Smucker, Sandwiches & Space Sleuthing November 24, 2021 Great Stuff Where Do Pies Go When They Die? Great Ones. 10:30 a.m. November 24. I’m entering the town of Great Stuff … five miles south of Wall Street, 12 miles west of the state line. And I’ve never seen so many earnings reports in my life… All I did was to come to earnings season, and […]





