Latest Insights on DAL
This Housing Market’s Something You’re Never Gonna Forget
March 27, 2022 Great Stuff
You Ain’t Seen Nothin’ Yet G-g-g-great Ones, you just ain’t seen nothing yet. Is … is that a good or bad thing? Ummm. Depends whom you ask? (Typical.) Remember earlier this week when we talked about how hard it is to get analysts on the same page these days? Back when we were watching Hyzon […] A Dozen Years of Coming Up Short (4-minute read) Charles shares how his Aunt Molly's secret to beating 85% of U.S. large-cap stock-picking mutual funds...
Dalio’s Crypto Afterglow, Nike Sneaks By, ESG Won’t Let Me Be
March 22, 2022 Great Stuff
A Crypto “Tallyho!” From Dalio Great Ones, I must warn you. I sense something strange in my mind. Crypto investing is … serious. Let’s get it ‘cause we’re running out of time. It’s all so beautiful, Bitcoin () it seems from the start. It’s all so deadly … when investing doesn’t come from the heart… […] Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League
March 15, 2022 Great Stuff
Xi Sells Sea Shells? I’m sailing away. Set an open course to save money. Cause Alibaba (NYSE: ) just can’t be free. Free to face a life without China’s Xi. Over there, he’s the captain. Don’t climb aboard. You’ll wonder about tomorrow or a new Cold War. But we’ll try, oh Lord, we’ll try … […] Mobileye On The Prize, Dick’s Digs Deep & Google’s Mandiant Mashup
March 8, 2022 Great Stuff
The Mobileyes Have It… Mobileye of a hurricane, listen to Intel churn. The market serves its own needs. Don’t mis-serve your own needs. Volatility it up a notch, speed, grunt, no, strength… All right, Mr. Great Stuff, are you implying it’s the end of Intel as we know it? Maybe? I know I’m exaggerating a […]