Latest Insights on USER
Sprin(T)-Mobile; This Dish Is Bananas February 11, 2020 Great Stuff The Un-Network Is Now THE Network And then there were three… The wireless market got a touch smaller and far more interesting this morning. A U.S. federal judge ruled in favor of the $26 billion merger between Sprint Corp. (NYSE: S) and T-Mobile US Inc. (Nasdaq: TMUS). The ruling shut down a multistate challenge to […]
China’s Valentine’s Gift; Earnings All a-Twitter February 6, 2020 Great Stuff China’s Valentine’s Day Gift Well color me happy, the market is on a four-day winning streak! Following on the heels of yesterday’s impressive payrolls data, the major market indexes are retesting all-time high territory. Today’s driver was news that China will cut retaliatory tariffs on some U.S. goods in half. What’s more, the adjustments will […]
Jobs Wow Wall Street … Disney, Not so Much February 5, 2020 Great Stuff Keepin’ the Bulls Happy I live for moments like today, dear reader. The latest U.S. private payrolls data are in, and the economy is looking stronger than ever! (If you judge things solely on jobs data, that is.) Yes, I know I preach a bit of doom and gloom from time to time, but someone […]
Kung Flu Crazy; Borg Assimilates Delphi; Apple Cooks up Earnings January 28, 2020 Great Stuff Kung Flu Crazy Another day, another virus story. Are you sick and tired of the “kung flu” yet? (Editor’s Note: If you’re sick and tired with the kung flu, please seek medical attention immediately.) After getting the sweats yesterday, the market appears to feel much better today. Much like you when you’re out of sick […]
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 […]





