Latest Insights on ROKU
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 […]
Apple’s $399 iPhone SE 2; Roku Queues up Apple TV+ October 15, 2019 Great Stuff Thank God It’s Earnings Season! I don’t know about you, but I’m so tired of reading about China, trade and Trump tweets. If I had to write about tariffs one more day in a row, I’d gnaw my fingers off. Today, we have corporate earnings. Glorious corporate earnings. Well … mostly glorious. So far, 34 […]
China’s Wild Ride; Netflix Remains on Top; Costco Sells Out October 10, 2019 Great Stuff President Trump: “But Do I?” Boy, did I jump the gun on the Chinese fire drill reference yesterday. Wall Street has literally been running around in circles all day due to conflicting reports surrounding the start of U.S.-China trade negotiations. First, we heard that there was no progress in the negotiations at the deputy level […]
Wall Street’s Chinese Fire Drill; Roku Upgraded; Fitbit Leaves China October 9, 2019 Great Stuff Wall Street’s Chinese Fire Drill The needle on the “Trade War Cycle” moved again this morning. After yesterday’s heavy sell-off on trade fears, did you really expect anything less? The major market indexes are up just shy of 1% as of this writing. Traders are reportedly rallying around news that China will accept a partial […]
Roku Investors out of Touch; Microsoft’s Handing out Cash September 19, 2019 Great Stuff Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]





