Latest Insights on AA
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas October 27, 2020 Great Stuff House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]
Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’ October 26, 2020 Great Stuff Risk on; Risk off The global economy is sick … and I mean that literally, not in the ‘90s kinda way or in a Michael Jackson’s “Bad is good” kinda way. Over the weekend, the U.S. hit back-to-back record highs for new COVID-19 cases. According to Johns Hopkins University data, the seven-day average of new […]
The DOJ Can’t Stop Google’s Stock October 23, 2020 American Investor Today, Investing, News, Technology (5-minute read) The DOJ is coming after Google … for a single sector of its business. It may win, it may lose, but the point is that even without this sector, Google still dominates. It’s the kind of thing we’re excited to own…
Business Applications Skyrocket — Americans Move to Rebuild October 22, 2020 2020 Financial Crisis, American Investor Today, Investing, Technology, U.S. Economy (5-minute read) In March, the world stopped. Millions of people were told to stay in their homes. The economic toll has been devastating. But the recovery has shown us exactly how resilient Americans can be…
Stimulus Cycles; Snap-y Comeback; Robot Trade Wars October 21, 2020 Great Stuff Aiding and a Betting Welcome back to another thrilling edition of Great Stuff! Before we get started today, I want to remind you that today is your last day to chime in for this week’s edition of Reader Feedback, which arrives hot off the presses tomorrow. If you haven’t written in before, don’t worry, we […]





