Latest Insights on EYES
Trade of the Decade: U.S. Oil Stocks
December 18, 2022 Banyan Edge, Investing, Oil, Stocks
While everyone's focused on renewable energy, there's a much more obvious trade right in front of us: oil stocks. The Fed’s Thrilling Pivot, Foxconned & Disney’s Shanghais & Lows
October 31, 2022 Great Stuff
The Fed’s Pivot Party Thriller Great Ones, it’s close to Fed Day … and something evil’s lurking in the dark. Under Jerome Powell, the interest rates have almost stopped your heart. You try to scream, but inflation takes the cash before you make it. You start to freeze … a market crash looks you right […] Google’s Ad Armageddon, Mobileye’s Eye-PO, Boeing Plays Defense
October 26, 2022 Great Stuff
Google Some Shelter Great Ones, a storm is threatening … Alphabet’s (Nasdaq: ) very life today. If they don’t get some shelter. Yeah, they’re gonna fade away. War, children? Are we really just a shot away? When it comes to the online ad business? Yeah, I think so. But don’t take my word for it. […] Meta’s Ad-Pocalypse; Or, Big Tech’s Lifeblood Runs Cold
October 24, 2022 Great Stuff
Ad-Pocalypse Now Don’t you love the smell of Big Tech earnings in the morning? And oh what a smell is comin’ from whatever Wall Street is cooking up this week. I say “smell,” but it’s more like a rotten, decayed odor emanating from the earnings confessional. Remember last week when we said the best part […] Mobileye IPO Gets 68% Haircut, Meta GIFs Up, Hasbro Doesn’t Even Lift
October 18, 2022 Great Stuff, Technology
I Spy With My Mobileye… Great Ones, it’s a good thing that Intel (Nasdaq: ) has President Biden’s CHIPS and Science Act to fall back on … ‘cause that Mobileye savings account isn’t looking quite so hot right at the moment. I’m warning you! Don’t get political! Never, Great Ones … especially with the midterms […]