Latest Insights on DBA
All Vax-ed Out; Global Goldman; Preaching Peacock July 15, 2020 Great Stuff Back in Vax Wall Street is back in black. Hit the sack. It’s been so long; bulls are glad to be back. Vaccine news let ‘em loose, from the coronavirus noose that’s kept stocks hanging around. But it wasn’t just one COVID-19 vaccine revelation that has Wall Street looking at the sky and getting high. […]
Wall Street Nonsense; Banking Bedlam; Tesla’s Hog Heaven July 14, 2020 Great Stuff An Increasing Lack of Sense and Sensibility There’s an increasing sense that the recovery from the virus related shutdown is going to be more drawn out, more uneven than maybe the market was looking for. — Willie Delwiche, investment strategist at Baird That, dear reader, is your Quote of the Week … but it might […]
Time to Get Teched; Great Stuff Responds July 9, 2020 Great Stuff QQQ: The Greatest Show The Nasdaq Composite just broke out to fresh all-time highs. Sound familiar to you? I typed those exact words about one month ago on June 4 … a Thursday. Today is also a Thursday. And, just like Arthur Dent, I never could get the hang of Thursdays. Why do Thursdays matter? […]
Walmart+, Disney+ … Great Stuff Double Plus! July 8, 2020 Great Stuff Disney Is Impressive … Most Impressive. Since most of the major financial headlines today are “B”-double-“O”-ring, I thought it’d be nice to look at a rather undervalued company that just happens to be a Great Stuff Pick. We recommended buying The Walt Disney Co. (NYSE: DIS) at the literal end of 2019 — December 31, […]
The Amazing Vaccine Race; Great Stuff Picks Alert! July 7, 2020 Great Stuff The Amazing Vaccine Race Today, we’re talking about vaccines! Particularly, we’re spotlighting Novavax Inc. (Nasdaq: NVAX) and its $1.6 billion award from the U.S. government. It truly is a major award … the biggest one yet to come from the White House’s Operation Warp Speed initiative. (I still think that should be our time travel […]