Latest Insights on JPM
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 […]
The U.S.-China Trade Deal Bamboozle: There is No Trade Deal October 14, 2019 Great Stuff
You’ve Been Bamboozled Something is bothering me, dear Great Stuff readers. I feel you’ve been done a disservice by the financial media after Friday’s trade-deal love fest. So, to make things painfully clear, let’s just put this on the table now: There is no trade deal. I know, I know. You were told on Friday […]
Investing for Value or Growth? Don’t Choose 1 … Get Both October 3, 2019 Investment Opportunities, Stocks, Winning Investor Daily
I encourage you to enjoy the best of both worlds. You can do that by buying this reasonably priced stock that’s growing too.
Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling September 27, 2019 Great Stuff
Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […]






