Latest Insights on KBH
Evergrande’s Debt Debacle; DoorDash On Tap; The Mattress Firm Manifesto September 20, 2021 Great Stuff China’s Monkey Wrench Hello, bankruptcy’s waited here for you … Evergrande. Today, the market’s torn itself in two. Deep in the red. Deep in the red, we trade. And Wall Street wonders if everything will ever be this real forever. If anything could ever be as good as the past 10 years again… The only […]
Railroad Riches All The Livelong Day March 22, 2021 Great Stuff Long Train Runnin’ Down around the corner, half a mile from here … see them tech gains run, and you watch them disappear. Without love, where would you be now? Without love — erm, industrials, where would you be now? That’s right, Great Ones: If you couldn’t hear my train a-comin’, we’re talking up railroads […]
Crazy EV Train; High on Hydrogen; Intel’s Swan Song January 13, 2021 Great Stuff Attack of the EV Clones I’ve come to a conclusion, Great Ones. I initially sat down to tell you about the latest in Apple’s (Nasdaq: ) electric vehicle (EV) saga. It seems that — according to the always reliable “people familiar with the matter” — the iCompany talked with Canoo (Nasdaq: ) about producing an […]
Nio’s Surprise Sedan, CrowdStruck and the Apple of Hyundai’s Eye January 11, 2021 Great Stuff High Voltage Move over, Tesla! The new king of growth in the electric vehicle (EV) market just hit high gear. Nio (NYSE: ) put the pedal to the metal — do they even do that in EVs? — and surged roughly 14% on the open this morning. The company is now the No. 2 automaker […]
Bitcoin’s Crypto Bubble, Thanks to Facebook Libra June 27, 2019 Great Stuff Today, we’re not going to talk about Trump, China or the Democratic debates. You’re welcome. The reason: I’m plumb Xi’ed out. I’ve got no more Trump in the tank, and it’s far too early to worry about what the two million candidates running for the Democratic nomination are debating right now. Besides, bitcoin (CCC: BTC-USD) […]





