Latest Insights on UNH
Microsoft’s Boundless Bounty, Dreamliner Nightmares & Disney’s Mattel Cartel January 26, 2022 Great Stuff Microsoft’s Sweet Sales Soliloquy But Microsoft (Nasdaq: )! What light through yonder Windows breaks? It is quarterly earnings, and Azure is the sun! Arise, fair sun, and kill the envious cloud computing competitors who are already sick and pale with grief that thou, the OG tech company, art far more fair than they. Oh, Great […]
The Fed’s Great Switcheroo January 7, 2022 Big Picture. Big Profits., Education, U.S. Economy The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper?
Nio’s Not The One, YouTube’s DISphoria & Speaking Meta-phorically December 15, 2021 Great Stuff Red Dawn: Chinese Edition The time has come, Great Ones, to talk of many things: Of batteries and chips and electric vehicles (EVs) … of cabbages and Xi Jinpings. And why China is boiling hot — and whether Chinese stocks have wings. Great Stuff Picks readers have probably already noticed that our Nio (NYSE: ) […]
Harley’s A LiveWire; Dollar Tree Gets Pruned & Lithium’s EV Lifeline December 13, 2021 Great Stuff Electric Motorcycle Mama Great Ones, it’s time to get your motor runnin’ and head out on the highway. Harley-Davidson (NYSE: ) is looking for adventure, and electric motorbikes are coming our way! Yeah, darlin’, Harley’s gonna make it happen. Take the world in a SPAC embrace. Sell LiveWire shares at once and explode into space… […]
MARKET CRASH? Here’s Your Best Line of Defense! December 6, 2021 Big Picture. Big Profits., Investing Well, we told you volatility was coming … and we got it in spades last week! The immediate cause is Omicron and the Federal Reserve’s hawkish turn. But the real problem is excessive valuations and leverage. Even when the market eventually recovers, those two threats can cause a SHARP correction, just as they did during […]





