Latest Insights on LOVE
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 […]
Flying Whales: Tesla Left Cold; Nikola the Bold September 8, 2020 Great Stuff A Whale of a Good Time When we consider the recent market sell-off, it’s important to note that suddenly, though not surprisingly, the Nasdaq whale was called into existence several miles above Wall Street — a somewhat alien planet for the whale. Since this was not a natural position for the whale, it had a […]
The Fed: Friend, Foe … or Fall Guy? September 8, 2020 2020 Financial Crisis, Big Picture. Big Profits., U.S. Economy Lately, attitudes toward the Federal Reserve Bank of the United States tend to fall into two camps. On one side, you have investors making big money from the Fed’s extremely low interest rates and corporate credit market policies. They love the Fed and advise the bearishly inclined not to fight it. On the other side, […]
Praise for CrowdStrike’s Beat and Raise; Set Our Inbox Ablaze! September 3, 2020 Great Stuff Strike Hard, Strike Fast Welcome once again to Great Stuff’s Reader Feedback day! Today is all about you. Even this opening section of Great Stuff is about you. That is … unless you don’t trade the Great Stuff Picks portfolio. Then it’s not all about you. But them’s the breaks when you don’t take advantage […]
Whistling Tesla; Kodak Moments; Walmart Plus Ultra September 1, 2020 Great Stuff A Slight Case of Overvaluation Do you think [Tesla] is slightly over valued? — Lee S., Great Stuff reader. First, thank you Lee for your question and your readership. Your email gives me an excuse to sidestep the market today. And I’m kinda tired of talking about the Fed and the economy … and all […]





