Latest Insights on SV
Housing Crashes, Coinbase Clashes & Tesla Trashes May 27, 2022 Great Stuff Friday Feedback: The “Housing Crashes” Edition Arrr ya ready, Great Ones! Aye! Aye! Mr. Great Stuff! Oooh! Who lives in Kentucky out in BFE? Mr. Great Stuff! Absorbent and yellow and porous is he! Mr. … wait, you get us with this every time! Yeah, and I still think it’s funny. Y’all know what today […]
Nvidia’s Perception Problem, Macy’s Dresses The Part, Broadcom’s Big Bid May 26, 2022 Great Stuff The Nvidia Kneejerk Have mercy! I’ve been waitin’ for Wall Street all day. Have mercy! I’ve been waitin’ for Wall Street all day. I got my Nvidia (Nasdaq: ) earnings — and my take-home pay. Is this … ZZ Top? I think? It’s a deeper cut, sir, but it checks out. Great Ones, there hasn’t […]
When Zillow Hits This Line, the Rally Is Through May 26, 2022 Investing, Quick Takes, Trading Strategies, True Options Masters Despite the surge in the housing market, real estate platform Zillow is down 80% since early 2021. Is the stock due for a bear market rally?
The Fed Can’t Fix It, Walmart Drones On & Wendy’s Frosty Buyout May 25, 2022 Great Stuff The Fed Won’t Save You This Time Great Ones, I’ve caught a lot of flack for reiterating and believing in the Federal Reserve’s former mantra that inflation is transitory. I honestly believed that narrative. It made sense … at the time. But times change. New facts and events emerge. New data is made available. And […]
The Two 6G Towers, Zoom In Bloom, Coinbase Can’t Handle The Truth May 24, 2022 Great Stuff Monkeying Around With 6G Great Ones, y’all know I love technology. Absolutely love it. The steady march of human growth and progress resounds in every new semiconductor, every electric vehicle, every hydrogen power advancement, every new gene therapy development. I mean, I wouldn’t be writing to you right now from BFE, Kentucky if it weren’t […]