Latest Insights on ESPO
Outplaying Big Banks; J.B. Hunt Bucks Up April 15, 2020 Great Stuff Banks Can’t Dance Regular Great Stuff readers know that music underpins many of our pop culture references. But, try as I might, I couldn’t come up with a good banking song for today’s issue. Not even a jingle. The only banking-related pop culture reference that came to mind was the old 1970s Smith Barney commercial: […]
Relishing Relief: Fastenal Your Seatbelts April 14, 2020 Great Stuff How Do You Spell Relief? And they’re off! The first (annual?) U.S. quarantined corporate earnings season kicked off this morning, and investors loved the red-hot rally action. It was 2% to 3% gains across the board as the market opened. Wall Street finally has concrete data on how the pandemic has affected American businesses. JPMorgan […]
Manic Markets, Sailing Saudis and Muddy Waters April 8, 2020 Great Stuff The Volatility Experience Manic depression is searching my soul. I know what I want, but I just don’t know. — Jimi Hendrix, “Manic Depression.” Did you see yesterday’s reversal? The market was up more than 3% across the board and then … pow! Total market reversal. Someone must’ve crossed the streams. Rather than panic about […]
How Safe Is That Dividend? April 7, 2020 2020 Financial Crisis, Big Picture. Big Profits., U.S. Economy [5-minute read] If you’re collecting dividends from this sector, you may want to rethink your investment…
Tangled Market Morgans; Therapy in the Lap of Luxury April 6, 2020 Great Stuff A Tale of 2 Morgans It is the best of times; it is the worst of times. We’re living in both an age of wisdom and an age of foolishness. And while this weekend’s coronavirus news helped lift expectations for the spring of hope … we’re likely headed toward a winter of despair. Dickens? On […]





