Latest Insights on DASH
Wall Street’s Italian Job; Gilead’s Gilded Lead
February 24, 2020 2020 Financial Crisis, Great Stuff
The Kings of Wishful Thinking “I’ll get over you; I know I will. I’ll pretend my ship’s not sinking.” — Go West Don’t look now, but we have our first major COVID-19 outbreak in a Western country. Italy announced over the weekend that the number of confirmed coronavirus infections spiked to 230 patients. In response, […] Apple Is the Canary; Buffett Goes Kroger-ing
February 18, 2020 Great Stuff
COVID-19: Greater Than Just Apple Oh man … what a weekend! (There ain’t no party like a Presidents Day party. Am I right?) But it wasn’t all George-cherry Jell-O shots and Abe appletinis… In this midst of consuming my executive branch libations, I was struck with a thought: What would it take for Wall Street […] The Fed Shells; Shopify Excels; Lyft Smells
February 12, 2020 Great Stuff
The Fed’s Shell Game Federal Reserve Chairman Jerome Powell just finished back-to-back meetings with the House Financial Services Committee and the Senate banking committee. It was exciting stuff … let me tell you. Kind of like watching paint dry. It’s no wonder the financial media are still focused on the Wuhan coronavirus and the market’s […] WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied
February 10, 2020 2020 Financial Crisis, Great Stuff
I Bless the Rains Down in China Toto, I have a feeling we’re not in Wuhan anymore. I get that you’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial that we cover them. First, the Wuhan coronavirus has spread to more than 40,500 people globally, […] Jobs Amassing, Aurora’s Crashing, Uber’s Dashing
February 7, 2020 Great Stuff
Friday Four Play: The “What Do You Mean, No Rate Cut?” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve thanked your friend profusely, why not sign up for yourself today? It’s mostly painless. I promise.) I […]