Latest Insights on MRNA
Vaccine Dreams: Moderna, Sorrento and Novavax
May 18, 2020 Great Stuff
Damn the Torpedoes! The U.S. economy’s got something. We both know it, but we don’t talk too much about it. Ain’t no real big secret all the same. Somehow, we get around it. Listen, it don’t really matter to Wall Street. Investors believe what they want to believe. And what Wall Street believes right now […] Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps
May 15, 2020 Great Stuff
Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […] 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 […] Buffett’s Billionaire Bust; Nio’s Bailout Is a Must
February 25, 2020 Great Stuff
Who Wants to Invest Like a Billionaire? We like talking heads here at Great Stuff … both the financial media version and the ’80s rock band. (“Burning Down the House” is oddly appropriate this week: “Hold tight, wait till the party’s over.”) So, when Warren Buffett — the Oracle of Omaha himself — chimed in […]