Latest Insights on CERE
Uber & Lyft Get DoorDashed, Pfizer’s Pfinal Approval & China’s Iron Maiden August 23, 2021 Great Stuff Going To California? Spend my days with a driver unkind, smoke their tires and were … heavily fined. Made up my mind, won’t sink below. Goin’ to California with an achin’ … in my portfolio. Someone told me there’s a driver out there, with a silent smile and flowers … in her hair. Oh! Oh! […]
Netflix’s Not Chill, Bitcoin’s Ballin’, Veritas Verizon & Life in Chipotlane July 21, 2021 Great Stuff The Sultan Of Stream? Netflix (Nasdaq: ) investors got a shiver in the dark. It’s raining in the park, but meantime… South of Wall Street, you stop and read everything. And if you read Netflix’s second-quarter report or my write-up on the streaming giant’s first-quarter report … well, you’d understand. Back in April, I declared: […]
The Big Bank Manifesto: Haulin’ Oats; Delta Takes Off July 14, 2021 Great Stuff Earnings You Can Bank On … Maybe It is Wednesday, my Great Ones! Today, we’re talking about easy money. No, not the 1983 movie with Rodney Dangerfield and Joe Pesci, which no one seems to talk about anymore. We both know that movie can’t get no respect. Anyway … the Fed isn’t easing up on […]
Little Red Houses, Pigs In SpaceX & AeroVironment Drones On June 30, 2021 Great Stuff The House The Pandemic Built Great Ones, it’s starting to come true — just like I said it would. The much-vaunted housing market is beginning to show cracks … again. I shouldn’t say “beginning,” though. These cracks have been forming for a while, as anyone who keeps up with their daily Great Stuff already knows. […]
Feds Fumble Facebook, Bank On Dividends & Cerevel Saviors June 29, 2021 Great Stuff Legally Insufficient About the time that Android came to fight the phone war, I saw Instagram in the App Store … in the App Store, when I was thirteen. I thought it was the finest thing I ever had seen. So, I asked if I could have Facebook (Nasdaq: ) someday when I grew up. […]