Latest Insights on COLD
Simmer-Down Sunday: The Supercycle Begins December 19, 2021 Great Stuff Something Extreme This Way Comes This is it, Great Ones! The homestretch of the holiday season. Don’t get cold feet now — and watch out for any dementors, grinches and ghosts of Christmas past getting in the way of celebrating. Wait wait wait, how in the world is Harry Potter a holiday movie? It … […]
Time to Cash Out? December 15, 2021 Big Picture. Big Profits., Trading Strategies, U.S. Economy Break out the games! Every year, when my kids start their Christmas break, we tend to play a lot more games as a family to pass the cold winter days. We have our favorites. Cashing Out The world’s richest often make splashy headlines for their splurges. This time around, it’s about what they’re selling. That’s […]
Nike’s Meta-Morphosis, High Flying Hydrogen & Match Me If You Can December 14, 2021 Great Stuff Nike’s RTFKT NFT WTF LOL? Great Ones, you can thank Nike (NYSE: ) for that alphabet soup in the headline up there. This morning, Nike announced that it bought virtual sneaker company RTFKT for an undisclosed amount of real-world cash. I can already hear you now: “WTF is an RTFKT?” At least you’ve got one […]
EVs Tangled Tax Weave, Power Grids Be Jammin’ & Volatility Be Slammin’ December 3, 2021 Great Stuff Friday Feedback: The “Spirit Of Great Stuff” Edition End the week with a friendly voice, a companion so obtrusive. Plays that song that’s so elusive, and the magic lyrics make your portfolio move. Off on your way, hit the open market, there is Great Stuff at your fingers. Mr. Great Stuff ever lingers, undemanding contact […]
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 […]





