Latest Insights on PSO
More Roaring Bears; Netflix Puts on Airs; Apple Doesn’t Care January 17, 2020 Great Stuff Friday Four Play: The “Big FAANG-y Teeth” Edition Before we get started today, I want to remind you that Great Stuff will be closed on Monday, January 20. It’s Martin Luther King Jr. Day, and the market is closed. I’ll be enjoying my day off, and I suggest you do the same! With the pleasantries […]
The Fed’s Biggest Nightmare; Retail Gets Real; WeGiveUp October 1, 2019 Great Stuff Is the U.S. Economy Going Stag? I saw an ugly word pop up over the weekend. No, not that word … or that word, either. Seriously, you kiss your mother with that mouth? The word was “stagflation,” and it’s the word that the U.S. Federal Reserve fears most of all. Now, stagflation is traditionally defined […]
AT&T’s Big Night at the Emmys Spells Trouble for Netflix & Disney September 23, 2019 Great Stuff And the Emmy Goes To… So, the 71st Emmy awards show was on last night. If you watched the whole thing, you probably called in sick to work this morning. I watched the first 15 to 20 minutes of the thing, got nauseous and had to load up on Tums and Pepto. Yes, it was […]
Capital One Hacked, Beyond Meat Butchered July 30, 2019 Great Stuff Look Kids, Big Ben … Parliament! Summer vacation is in full swing on Wall Street. Just be sure to check your wallet, especially if it’s a Capital One Financial Corp. (NYSE: COF) wallet. Unfortunately, it’s a Griswold family vacation … and investors are stuck on a roundabout. Both the Dow and the S&P 500 have […]
The Real Question for the $63 Billion AbbVie-Allergan Acquisition June 25, 2019 Great Stuff I know my brain doesn’t work quite right. I wouldn’t be writing Great Stuff if it did. Today, I’m left with a burning question on AbbVie’s $63 billion cash and stock acquisition of Allergan. It’s not about the viability of the combined company. Both AbbVie Inc. (NYSE: ABBV) and Allergan PLC (NYSE: AGN) face serious […]





