Latest Insights on BHG
Fake Markets, Shopify Targets and Tesla’s “Karen” Musk
May 22, 2020 Great Stuff
Friday Four Play: The “Fake It Until You Make It” Edition It’s been a really really messed up week. Five days of bad data, five days of going nowhere. And the market went and cheated on me. It’s in the Fed’s back pocket and it doesn’t even matter. (La, la, la … whatever. La, la, […] Senate Wise Guys Draw China Eyes
May 21, 2020 Great Stuff
The New Red Scare Here we are… Another Thursday, another weekly initial jobless claims report … and another stock market rally? Some 2.4 million Americans filed for first-time unemployment claims last week. The nine-week total of continuing claims now stands at nearly 39 million. Despite Main Street’s pain, Wall Street’s song remains the same. The […] Wackos in China, Lowe’s Gets Low, Inovio’s Got Flow
May 20, 2020 Great Stuff
You Can Run on for a Long Time Sooner or later, the market will cut you down. Despite the foreboding song of the day, we’re not talking about doom and gloom again today. With all the floods, plagues, fires, swarms of locusts and murder hornets, I just couldn’t resist a reference to the man in […] 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 […]