Latest Insights on BHG
Retail Rout; Kodak Doubts; Snowflake Turns Informer
September 16, 2020 Great Stuff
Flirtin’ with Disaster Wall Street’s travelin’ down the road and flirtin’ with disaster. Fed’s pedal to the floor, our stocks are running faster. Main Street’s out of money, out of hope. It looks like self-destruction. How much more can we take with all of this consumption? We’re flirtin’ with disaster. Y’all know what I mean… […] Apple’s Ho-Hum Doldrums; Nvidia Arm’ed, Sony Overshot
September 15, 2020 Great Stuff
Time Is on Our Side I saw her today at the market open, some Apple shares in her hand. I knew she was opening her Robinhood app. At her feet was a Starbucks latte… No, you can’t always get what you want. The market rallied today, but we certainly aren’t dancing in the streets. There […] Burning Shorts: No More Mr. Nice Nikola
September 14, 2020 Great Stuff
Where the Down Boys Go Last week, I promised we’d look into Great Stuff Pick Nikola Corp. (Nasdaq: ) and the Hindenburg/Citron disaster. Now that the little voice inside my head isn’t trying to kill me anymore, let’s get right to that… I want to start off by making one thing crystal clear: I don’t […] A Cult of Reader Feedback: Options, Shore Enough
September 10, 2020 Great Stuff
A Cult of Personality Look in my eyes, what do you see? It’s Great Stuff’s Reader Feedback day! I know your questions. I know your dreams. I know all the investments you want to see. I’m the cult of personality! Like Jerome Powell and Kennedy, I’m the cult of personality. OK. Enough of that. That’s […] Market Breaks; Peloton Aches; Slack Quakes
September 9, 2020 Great Stuff
When the Market Breaks If they keep on buying, the market’s going to break. If they keep on buying, the market’s going to break. When the market breaks, I’ll have no place to stay… Buying? Did you not just see the market correction, Mr. Great Stuff? Correction? What correction? I saw the market righting itself […]