Latest Insights on ORGO
Nikola’s Heart Attack; Picking up the Slack; Moderna’s Back November 30, 2020 Great Stuff But I Said No Take-Backsies! You ever have a deal go bad on you? Like, I don’t know … you finally get an order confirmation for a PlayStation 5 — something you dreamt about buying since it launched — and all of a sudden, that order gets canceled? No warning. No indication that anything’s wrong. […]
Retail’s Reality, Tesla’s 500 and Bezos’ Benzos November 17, 2020 Great Stuff Back to Life, Back to Reality I’m rolling with a little late ‘80s hip-pop today. I know that’s not everyone’s cup of tea, but this ‘89 Soul II Soul classic seemed rather appropriate given this morning’s October retail sales data: Back to life, back to the present time, back from a fantasy. The vaccine rally […]
Hit on Nikola, Lost Banking Boys and Zombies October 22, 2020 Great Stuff Great Stuff Reader Feedback answers your questions on Nikola (again), hydrogen power, banking issues, lost boys and zombies. Yes … zombies.
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 […]





