Latest Insights on TPH
1 Pick to Profit From the Chip Shortage May 5, 2021 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 […]
Microsoft’s Nuance’d Buyout, Alibaba Bites Billions & Uber Reality April 12, 2021 Great Stuff Microsoft’s New Dragon Force On a cold April morning, in the time before the market light. In flames of Microsoft’s eternal reign, we ride toward the fight… That, Great Ones, is about all the lyrics I know to DragonForce’s “Through the Fire and Flames.” What? It’s a really fast song. Anywho, Microsoft (Nasdaq: ) announced […]
This ETF Will Gain on U.S./China Tensions April 7, 2021 Big Picture. Big Profits., Investing, Investment Opportunities, Stocks Even with a new administration in place, U.S./China relations remain icy. Perhaps that’s why the most recent round of diplomatic talks took place in Anchorage, Alaska. Sparring continues over issues such as trade, technology and human rights. Take trade for example. Recently appointed U.S. Trade Representative Katherine Tai stated that we won’t lift tariffs on […]
Chewing On Chewy, Black & Blueberry, Applied Supplied Agreements March 31, 2021 Great Stuff Ain’t Nothing But The Dog In Me Hey, hey Chewy, said the way you move, gonna make me sweat, gonna make dogs groove. Ah, ah Chewy, the way you sell pet things, gonna make Amazon burn, gonna make gains sing. Hey, hey Chewy, when you earn that way, watch CHWY dip, can’t keep away. Great […]
Spotify’s Locker Room Talk, T-Mobile Cuts Its Cord & Voltswagen Puns Charging March 30, 2021 Great Stuff Back To The Future … Again Great Ones, I’ve come to the conclusion that the reason I don’t have a flying car or a hoverboard yet — let alone a time-traveling DeLorean — is that technology companies are obsessed with reinventing the past. Great Scott! I think you’re on to something, Mr. Great Stuff! Are […]





