Latest Insights on RIDE
Tesla’s “Production Hell” and “Logistics Hell” Tanks Shares July 25, 2019 Great Stuff “Living easy, living free. Season ticket on a one-way ride.” AC/DC ain’t got nothing on Tesla Inc. (Nasdaq: TSLA). After going through “production hell” and “logistics hell,” CEO Elon Musk is in his own personal hell this morning. Tesla posted a loss of $1.12 per share in the second quarter, missing even the most bearish […]
The $1 Billion 5G Deal With Intel Won’t Save Apple July 23, 2019 Great Stuff We get some interesting mail here at Great Stuff. You never know what’s going to show up in the GreatStuffToday@banyanhill.com inbox. I’ve seen everything from stock advice to insults to poetry. After last week’s Reader Feedback issue, I received a rather interesting question from Edward M.: In 30 years of financial writing, an economics writer […]
The Three Amigos of Banking: JPMorgan, Goldman and Wells Fargo July 16, 2019 Great Stuff In a way, all of us have an El Guapo to face. For some, options trading might be their El Guapo. For us as investors, our El Guapo is a big, dangerous earnings season filled with volatility and the threat of an earnings recession. But the three amigos of banking have shown us that not […]
China, Aliens and Earnings … Oh My! July 15, 2019 Great Stuff I leave for a week … and this is what I come back to? More than one million Facebook Inc. (Nasdaq: FB) users have signed up for a raid on Area 51 in Nevada on September 20. The goal of these intrepid raiders? To “see them aliens.” Has the whole world gone mad? Actual market […]
Long Live the Trade War – New Tariffs Fuel Market Uncertainty July 2, 2019 Great Stuff Did you enjoy yesterday’s break from the trade war? It was fun for a day, wasn’t it? Semiconductors rallied. Oil stocks gained ground. The market hit all-time highs. For a brief moment, we were able to shrug off global uncertainties and bask in the remnants of the bull market. Today, that illusion of certainty is […]





