Latest Insights on CERE
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. […]
Tesla’s Vision Quest, Ford Takes It EV & Intuit-ive Breakdown May 26, 2021 Great Stuff You Can’t Hide Your Lidar Eyes And Tesla’s (Nasdaq: ) smile is a thin disguise. I thought by now Elon Musk would have realized there ain’t no way to hide your lidar eyes… Come on, Mr. Great Stuff … you know everyone hates The Eagles! Listen, man, just because you’ve had a bad night is […]





