Latest Insights on AMD
Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple
January 24, 2020 Great Stuff
Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […] Iran’s Gone, Game On; Bed Bath & Buh-Bye
January 9, 2020 Great Stuff
Bull Market: Game On! So, the latest Iranian conflict turned out to be a great big nothing-burger. We had an Iran War Cycle for about 48 hours, and then the whole thing was over. R.I.P. my nifty little chart. Today, Wall Street’s new hotness is the partial U.S.-China trade deal. You thought that was all […] Debt: It’s What’s for Breakfast; Pot Market Swan Dives
January 2, 2020 Great Stuff
A Stimulating Chinese New Year I’ll gladly pay you Tuesday for some economic stimulus today! Debt is back on the menu, dear readers — did it ever really leave? — especially in China. The People’s Bank of China hopes to shake loose about $115 billion in the Chinese economy by easing up on its reserve […] Boeing’s New Digs; China Seeks Pigs
December 23, 2019 Great Stuff
It’s Time to Pig Out on China Forget the bull market … it’s time to look at the pig market! Starting in January, China is cutting import tariffs on more than 850 products. Those products will range from avocados (Do the Chinese do avocado toast too?) to semiconductors to pork. Diving into a few key […] Sometimes, It’s Lupus; Sage’s Depressing Results
December 5, 2019 Great Stuff
The Right Prescription for Massive Returns Today, dear readers, we’re going to cover a topic I just know you all love and adore: biotechnology. I can hear the groans already … and I get it. All those big scary words that have no real meaning to you at all. It’s like they’re talking about some […]