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Latest Insights on PLAY

Is the High-Growth Tech Trade Back On? May 10, 2021 by Angela Jirau Big Picture. Big Profits., Investing, Investment Opportunities, Stocks We saw a big turnaround in the markets on Friday, May 7, in response to surprisingly poor job numbers. That begs three questions: Has this year’s market action really been all about fears of inflation and an overheating economy? Given the uncertainty around federal infrastructure spending, are we going to see a reversion to growth […]
Ooops all earnings Joe pic meme small April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon May 7, 2021 by Joseph Hargett Great Stuff Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […]
GM beat and raise it's rallying no sell-off meme small GM’s High Hopes, Activision’s Duty Mission & Zillow’s Zenith May 5, 2021 by Joseph Hargett Great Stuff Wall Street, You’re Much Too Fast I guess I should’ve known by the way the chip market turned sideways that it wouldn’t last. See, Wall Street’s the kinda place that believes in investing once — love ‘em and leave ‘em fast. General Motors (NYSE: ) must be dumb. It’s got a pocketful of revenue and […]
1 Pick to Profit From the Chip Shortage May 5, 2021 by Clint Lee Big Picture. Big Profits., Investment Opportunities, Stocks $84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]
vaccine appointments open up Kylo Ren strength meme small Pfizer’s Pforce Awakens, Apple Strikes Back & CVS’s New Hope May 4, 2021 by Joseph Hargett Great Stuff May The Pfourth Be With You Great Ones, I don’t know if we officially have a winner in the COVID-19 vaccine race, but we certainly have a new front-runner: Pfizer (NYSE: ). I know. I didn’t see it coming either. Apparently, Pfizer makes more than just Viagra. Who knew? OK, I knew. But I didn’t […]

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