Latest Insights on SLI
Lockdown Pastimes; Novavax Big Time; Travel Stocks Climb
May 26, 2020 Great Stuff
Stir-Crazy Investors We’re all itching to get out and participate in the U.S. economy’s “Great Reopening.” If reports from the Memorial Day holiday weekend are any indication, some of us are a lot more eager than others … I’m looking at you Lake of the Ozarks partygoers. As the country reopens, now is an excellent […] Fake Markets, Shopify Targets and Tesla’s “Karen” Musk
May 22, 2020 Great Stuff
Friday Four Play: The “Fake It Until You Make It” Edition It’s been a really really messed up week. Five days of bad data, five days of going nowhere. And the market went and cheated on me. It’s in the Fed’s back pocket and it doesn’t even matter. (La, la, la … whatever. La, la, […] Wackos in China, Lowe’s Gets Low, Inovio’s Got Flow
May 20, 2020 Great Stuff
You Can Run on for a Long Time Sooner or later, the market will cut you down. Despite the foreboding song of the day, we’re not talking about doom and gloom again today. With all the floods, plagues, fires, swarms of locusts and murder hornets, I just couldn’t resist a reference to the man in […] Make America Confident Again; Musk’s No-Diesel Legal Weasel
May 11, 2020 Great Stuff
Confidently Overconfident It’s one thing to be confident, dear reader. It’s another thing entirely to be blindly overconfident. Today, we saw Wall Street give a pause to last week’s massive rally, following one of the most devastating monthly U.S. jobs reports ever. It seems that more than a few analysts are starting to realize just […] Jobs on the Line; Peloton’s Doing Fine
May 7, 2020 Great Stuff
Wall Street’s Breaking Bad This must be Thursday. I never could get the hang of Thursdays. — Arthur Dent, The Hitchhiker’s Guide to the Galaxy. Indeed, it is Thursday, dear reader. And you know what that means … weekly unemployment claims and a market rally. (More optimistically, it’s also Reader Feedback day! Read on…) The […]