Latest Insights on LDI
Earnings Confessions; Ford’s Positive Shift; Apple’s 5G Facelift
October 12, 2020 Great Stuff
A Smoking Earnings Season On Wall Street there is a tower, where analysts look out to the land to see traders quickly passing by. This is for their own desire, lifting expectations to feel the power boiling in their veins… (Oh oh oh oh oh yeah. Yeah.) Expectations rising, from economic fires we’ve been told. […] Chips, Pizza, Pot and Political Theater
October 9, 2020 Great Stuff
Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […] Powell Power; Feel the LUV; Fisker Finally?
October 6, 2020 Great Stuff
Come Sail Away with Great Stuff I’m sailing away. Set an open course for the Federal Reserve. Cause markets don’t want to be free … free to face a life with no liquidity. Fed Chairman Jerome Powell’s the captain, so climb aboard. We’ll search for stock market gains on every shore. And we’ll try the […] November’s Nightmare; Still the DraftKing; AT&Trap
October 5, 2020 Great Stuff
A Certainly Uncertain Election Throughout the insanity that is 2020, one thing remains certain: uncertainty. Well, uncertainty and taxes, but we’ve already been there done that. When uncertainty reared its ugly head on Wall Street back in March, the backstoppin’ Federal Reserve stepped in. Whether you agree with the Fed’s actions or not — and […] Presidential Quarantine; Nio’s Amigos; Heigh-Ho Twilio
October 2, 2020 Great Stuff
Friday Four Play: The “For Whom the Bell Tulls” Edition In the shuffling madness of the stock market’s breath runs the all-time speculator headlong to his death. We can feel the bear claws scraping, returns breaking on our brows. But Jerome Powell stole the handle … and pain, it won’t stop going. No way to […]