Latest Insights on BHG
Big Hype, Small Caps: Interviewing Tech Expert Ian King October 16, 2020 Great Stuff Rainbow in the Market One day in the year of the pox, came a time remembered well … when the strong young trader of the rising sun heard the tolling of the opening bell. One day in the year of COVID-19, when the bell began to ring, it meant the time had come for one […]
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. […]





