Latest Insights on CEI
Stimulus SPAC’ing, Starbucks Stimulants & Nikola’s Cone of Shame March 16, 2021 Great Stuff Mo’ Money, Mo’ Problems Never underestimate the market’s ability to find products for people who have money. The market has more money than product right now. — Scott Galloway, Marketing Professor at New York University’s Stern School of Business Who’s hot, who’s not? Tell me whose stock sells out in the stores? You tell me […]
The $100K Bitcoin Ballet, AMC Ya Later Wanda & Dolla’ General Y’all March 15, 2021 Great Stuff The $100K Bitcoin Ballet Bitcoin (BTC) is going to $100,000! That’s what all the cool analysts are saying right now, especially after this weekend’s record-breaking rally. The world’s leading cryptocurrency topped $60,000 on Saturday, driven by a host of drivers … some new, some old. The old hat drivers include the $1.9 trillion COVID-19 recovery […]
China Fires At Fintech, DOCU Drama & Ulta-mate Earnings March 12, 2021 Great Stuff Friday Four Play: The “Conform Or Be Cast Out” Edition Great Ones, I don’t usually rush to conclusions, but I have a distant early warning for anyone invested in Chinese stocks today. And for those holding stock in Chinese financial technology companies (fintechs), this week’s developments hit a bit closer to the heart. China is […]
Inflation Investigation, Shifting Sands & SPAC Sleuthing March 11, 2021 Great Stuff Inflationary Follow-Up Are you ready Great Ones? Aye, aye, Mr. Great Stuff! Ooooh … who answers Reader Feedback down in Kentucky? Mr. Great Stuff! Absorbent and yellow and porous is he! Mr. … wait. What!? Sorry, quarantine flashbacks. Today is Reader Feedback day! The day when we hike up our hip waders and go fish […]
Inflation Of My Ire, Apple Sauced & MongoDB’s Mega Mess March 10, 2021 Great Stuff Fizz, Fizz, Oh What A Relief It Is? So, Great Ones … how do you spell “relief?” Bank of America apparently spells relief thusly: “S T I M U L U S.” Today, the big American bank’s research investment committee said that the $1.9 trillion in stimulus spending won’t overheat the U.S. economy. It even […]