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Latest Insights on GT

The Best Place to Invest in This Market I’m going to get a little personal with you today, if I may. Nothing salacious. I’m talking about my finances. You see, I track my retirement account in two groups. One group contains stocks I buy primarily for their price appreciation. Like many investors, it’s weighted toward growth companies with long-term prospects. The other contains […]
Is the High-Growth Tech Trade Back On? We saw a big turnaround in the markets on Friday, May 7, in response to surprisingly poor job numbers. That begs three questions: Has this year’s market action really been all about fears of inflation and an overheating economy? Given the uncertainty around federal infrastructure spending, are we going to see a reversion to growth […]
Ooops all earnings Joe pic meme small April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon
by Joseph Hargett May 7, 2021 Great Stuff
Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […]
GM beat and raise it's rallying no sell-off meme small GM’s High Hopes, Activision’s Duty Mission & Zillow’s Zenith
by Joseph Hargett May 5, 2021 Great Stuff
Wall Street, You’re Much Too Fast I guess I should’ve known by the way the chip market turned sideways that it wouldn’t last. See, Wall Street’s the kinda place that believes in investing once — love ‘em and leave ‘em fast. General Motors (NYSE: ) must be dumb. It’s got a pocketful of revenue and […]
1 Pick to Profit From the Chip Shortage $84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]

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