Latest Insights on PM
Let’s Talk Turkey: The Real Inflation Villains November 23, 2021 Big Picture. Big Profits., News, U.S. Economy One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™…
Apple’s Car Conundrum, Ford Friend-Zones Rivian, Monster Sees Stars November 22, 2021 Great Stuff The Apple Car: How Soon Is “When?” Today, Great Ones, we’re gonna talk about Apple (Nasdaq: ). The Fed … right. Wait, Apple? You had the Fed and October home sales, and you went with Apple? Guys, the other two stories should’ve been expected. Come on, like President Biden was gonna change the head of […]
Kohl’s Cashed, Macy’s On Parade & Nvidia Chips In November 18, 2021 Great Stuff Kohl’s Cash Me Outside From Target targeting inflation-shy shoppers to the DIY duopoly dueling for contractors’ cash, retail hasn’t had such a rip-roaring romp of a week since … well, you tell me. But little did we know all those reports were mere prep work for today’s strip mall slam. The top card on this […]
Peloton Peddles Shares, Lucid Lucks Out & You Shall Not MoviePass November 16, 2021 Great Stuff, Stocks Peloton’s Bestselling Product? Great Ones, what is Peloton Interactive’s (Nasdaq: ) product? What does the company actually sell? I know it’s supposed to sell fitness equipment. But I’m really starting to have doubts. Last week, Peloton proved that it’s having considerable trouble selling stationary bikes and treadmills. The company’s recent trip to the earnings confessional […]
Opportunity Alert: Get Ready for the Shipping Revolution, Part 2 November 16, 2021 Big Picture. Big Profits., Economy, Investment Opportunities When I finally found it, my shipment was standing on an enormous wooden pallet in the middle of what looked like a junkyard 20 miles outside Washington, D.C. That was as far as they were going to take it. “They” being the shipping company I’d hired to bring some things from Cape Town to Washington, where I’d taken on a one-year consultancy at the World Bank. The freight forwarder in Cape Town had neglected to offer the option to have things delivered door to door. Oops...MEET OUR EXPERTS
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