Latest Insights on SLI
The Great Gilead Gaffe; P&G Earnings Are No Laugh April 17, 2020 Great Stuff Friday Four Play: The “Fool in the Rain” Edition In the evening, when the day is done, I’m looking for market sanity, but the girl don’t come. So, don’t let the market play you for a fool. She don’t show no pity. She don’t make no rules. Last night, I scanned the market headlines before […]
Job Unrest; Abbott Tests; Netflix’s Best April 16, 2020 Great Stuff You’ve Got a Friend in Me “So, no one told you life was gonna be this way … (insert clapping here).” Weekly jobless claims are in, dear reader, and I had to do a double take. Roughly 5.24 million Americans filed new unemployment claims last week, according to the U.S. Department of Labor. Now, we’ve […]
Relishing Relief: Fastenal Your Seatbelts April 14, 2020 Great Stuff How Do You Spell Relief? And they’re off! The first (annual?) U.S. quarantined corporate earnings season kicked off this morning, and investors loved the red-hot rally action. It was 2% to 3% gains across the board as the market opened. Wall Street finally has concrete data on how the pandemic has affected American businesses. JPMorgan […]
Titanic Earnings; Choppy Sailing; Cinemas Failing April 13, 2020 Great Stuff A Titanic Earnings Season The markets rallied sharply last week in anticipation that things are starting to get better. And, admittedly they are … where the pandemic is concerned. According to the Centers for Disease Control and Prevention (CDC), the outbreak is finally stabilizing across the U.S. Dr. Anthony Fauci, director of the National Institute […]
Tangled Market Morgans; Therapy in the Lap of Luxury April 6, 2020 Great Stuff A Tale of 2 Morgans It is the best of times; it is the worst of times. We’re living in both an age of wisdom and an age of foolishness. And while this weekend’s coronavirus news helped lift expectations for the spring of hope … we’re likely headed toward a winter of despair. Dickens? On […]





