Latest Insights on BHG
Deflation, Correlation, Inflation, Agitation … Stimulation?
October 15, 2020 Great Stuff
There Is No Magic Bullet Welcome to Reader Feedback day! The day that is all about you, dear reader. Well … I mean, every day at Great Stuff is technically about you. But Thursdays, more so. Why? Because it’s Thursday … and I never could get the hang of Thursdays. Today we dive into the […] Goldman Gains; Fargo Forgotten; B. of A.? No Way
October 14, 2020 Great Stuff
Welcome to the Bank Parade When I was a young trader, my father took me to New York City to see a banking man. He said: “Son, when you grow up would you be a trader at Goldman Sachs, Morgan Stanley or Citibank?” He said: “Will you defeat them, your losses and all the market […] Disney Slams Theaters; JPMorgan Slams Earnings; J&J Slams Everyone
October 13, 2020 Great Stuff
Don’t Fear the Streamer Theaters’ times have come. They were here, but now they’re gone. Walt Disney Co. (NYSE: DIS) don’t fear the streamer, with Disney+, Hulu and ESPN+. We can be like they are. (Come on, baby.) Don’t fear the streamer! After the close last night, Disney announced it will restructure its media and […] Earnings Confessions; Ford’s Positive Shift; Apple’s 5G Facelift
October 12, 2020 Great Stuff
A Smoking Earnings Season On Wall Street there is a tower, where analysts look out to the land to see traders quickly passing by. This is for their own desire, lifting expectations to feel the power boiling in their veins… (Oh oh oh oh oh yeah. Yeah.) Expectations rising, from economic fires we’ve been told. […] Chips, Pizza, Pot and Political Theater
October 9, 2020 Great Stuff
Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […]