Latest Insights on SQM
Caffeine Dreams: Smucker, Sandwiches & Space Sleuthing November 24, 2021 Great Stuff Where Do Pies Go When They Die? Great Ones. 10:30 a.m. November 24. I’m entering the town of Great Stuff … five miles south of Wall Street, 12 miles west of the state line. And I’ve never seen so many earnings reports in my life… All I did was to come to earnings season, and […]
Canoo Paddles Harder, Rivian Riptides & Lowe’s Floats Upstream November 17, 2021 Great Stuff The Ol’ Canoo Switcheroo Great Ones, you ever wonder what cars would look like if kids designed them? No, I’m not talking about Tesla’s (Nasdaq: ) Cybertruck. That was designed by a man-child… I’m talking about Canoo (Nasdaq: ) and its “Lifestyle Vehicle.” Aside from its absolutely horrible name, Canoo’s flagship vehicle is actually pretty […]
You’re Way Off Coinbase; DoorDash’s Fundamental Failure & Fubo’s FUBAR November 10, 2021 Great Stuff Bitcoin Hoarding Sinks Coinbase? Great Ones, Coinbase Global (Nasdaq: ) had the crypto world in an uproar today. Well … part of the crypto world, that is. As you probably already know, Coinbase is the world’s second-largest cryptocurrency exchange, averaging more than $8 billion in crypto volume per day. That’s still a far cry from […]
From Zillow To Zilch; Kroger Sees The Beyond; ATVI Ignores The Call Of Duty November 3, 2021 Great Stuff Oh, The Places You’ll Zillow Rumors of Zillow’s (Nasdaq: ) homebuying demise are actually … worse than we thought? Just Monday, the home-listing turned fixer-upper announced that it would stop buying houses for the rest of 2021 … and Z’s meltdown had begun. Yesterday, news came out that Zillow wants to offload the 7,000 houses […]
Robinhood’s Impossible Divination; Correction On The Horizon? October 27, 2021 Great Stuff Robinhood’s Round Robin If you think that earnings are all in the revenue … c’mon, you got it all wrong, man. And if you think PFOF is all we ever do — oh well, then do the twist, Robinhood… A little “Denial Twist” by The White Stripes? Anybody out there? OK then… The denial twist […]





