Latest Insights on CNI
The NextEra-Sode, Ford Gives Six-Week Notice, Aluminum & Antitrust September 15, 2022 Great Stuff
The NextEra-sode Da, da, da, da, da … it’s the one and only Mr. Great Stuff. (Joseph Hargeeeett!) Da, da, da, da, da … you know I’m rolling with the N-E-E. (NextEra mutha….) NextEra Energy (NYSE: ), yeah, it’s burnin’ it up. NEE, clean energy, you should be turnin’ it up. Hydrogen, solar power, yeah, […]
How You Can Escape the Fed’s “Teddy Bear Picnic” Last week, I wrote that in its quest to defeat inflation, the Federal Reserve wants to make investors like us poorer. The “wealth effect” says happy and bullish investors tend to spend more money than sad and bearish ones. So, as far as the Fed is concerned, plummeting portfolio values are a good thing. But that’s only part of the story...
CPI Why?, She Sells FuelCells & Elon Shrugged September 14, 2021 Great Stuff
An Economic Symphony Of Destruction You take a pandemic and put it in control. Watch it become a god. Watch peoples’ portfolios roll. And roll. And roooooll! Wow … that’s quite the headline there. Economic “Symphony Of Destruction?” Megadeth? Oh boy, mayhem! Yeah, I might be rollin’ a bit heavy today on the sensationalism … […]
CrowdStruck, Ambarella Reigns & Canadian National Embarrassment September 1, 2021 Great Stuff
CrowdStrike Thunderstruck I was caught … in the middle of a cyberattack. (Thunder!) I looked ‘round … and I knew someone had my back. (Thunder!) You’ve been … CrowdStruck! Now that you’ve got that guitar riff stuck in your head, too, let’s take a gander at Great Stuff Picks holding: CrowdStrike (Nasdaq: ). (It actually […]
The Mouse’s Fury, Whiffed Wishes and Canadian Railroad Dreams August 13, 2021 Great Stuff
Friday Four Play: The “Happiest Place On Earth” Edition Just like Jason Voorhees, Walt Disney (NYSE: ) just won’t stay down for long. And today’s quarterly report raised the Mouse’s House from the proverbial grave once again. Now, since Disney is a Great Stuff Picks portfolio holding, you know I never thought Disney was dead […]MEET OUR EXPERTS
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Early in his career, Shad cut his teeth in the world of music marketing [...]
Chief Investment Strategist of Money & Markets
