Latest Insights on AAP
China’s Wild Ride; Netflix Remains on Top; Costco Sells Out October 10, 2019 Great Stuff President Trump: “But Do I?” Boy, did I jump the gun on the Chinese fire drill reference yesterday. Wall Street has literally been running around in circles all day due to conflicting reports surrounding the start of U.S.-China trade negotiations. First, we heard that there was no progress in the negotiations at the deputy level […]
Spooky Economic Data; AMD Inside; Costco Is Still Killing It October 4, 2019 Great Stuff Friday Four Play: Everybody Walk the Dinosaur I don’t like being a bear. Like most investors, I’d much rather see stocks go up. It’s so much easier and simpler to make money that way. There’s no short selling, no weird inverse exchange-traded funds to mess with and no buying put options or selling call options […]
Amazon’s Alexa Goes Full Samuel Jackson; Peloton’s Pricey IPO September 26, 2019 Great Stuff Say “Alexa” Again, I Dare You No, it’s not 2001. We’re way past that at this point. Alexa is taking over. Amazon.com Inc. (Nasdaq: AMZN) held a major reveal yesterday. There were no spiffy invitations like you get for Apple Inc. (Nasdaq: AAPL) events … so you might have missed it. At the event, Amazon […]
AT&T’s Big Night at the Emmys Spells Trouble for Netflix & Disney September 23, 2019 Great Stuff And the Emmy Goes To… So, the 71st Emmy awards show was on last night. If you watched the whole thing, you probably called in sick to work this morning. I watched the first 15 to 20 minutes of the thing, got nauseous and had to load up on Tums and Pepto. Yes, it was […]
Roku Investors out of Touch; Microsoft’s Handing out Cash September 19, 2019 Great Stuff Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]





