Latest Insights on CURI
Deflation, Correlation, Inflation, Agitation … Stimulation? October 15, 2020 Great Stuff There Is No Magic Bullet Welcome to Reader Feedback day! The day that is all about you, dear reader. Well … I mean, every day at Great Stuff is technically about you. But Thursdays, more so. Why? Because it’s Thursday … and I never could get the hang of Thursdays. Today we dive into the […]
Disney Slams Theaters; JPMorgan Slams Earnings; J&J Slams Everyone October 13, 2020 Great Stuff Don’t Fear the Streamer Theaters’ times have come. They were here, but now they’re gone. Walt Disney Co. (NYSE: DIS) don’t fear the streamer, with Disney+, Hulu and ESPN+. We can be like they are. (Come on, baby.) Don’t fear the streamer! After the close last night, Disney announced it will restructure its media and […]
Powell Power; Feel the LUV; Fisker Finally? October 6, 2020 Great Stuff Come Sail Away with Great Stuff I’m sailing away. Set an open course for the Federal Reserve. Cause markets don’t want to be free … free to face a life with no liquidity. Fed Chairman Jerome Powell’s the captain, so climb aboard. We’ll search for stock market gains on every shore. And we’ll try the […]
5G Leaves the Home Broadband Market Ripe for Disruption October 5, 2020 Technology, Winning Investor Daily The arrival of 5G is where the real cord cutting of broadband begins…
Debatable Economics; Weak in the Disneys; GM Shocks Nikola September 30, 2020 Great Stuff Relief? That’s Debatable Man, that was embarrassing. That was just hard to watch. And I can’t believe how lopsided it was. I mean, I thought things would be at least somewhat close. But civility and anything resembling “close” went out the window real quick… You’d think with Shane Bieber and Gerrit Cole pitching, the score […]