Latest Insights on DM
Furious Fund Flows; A MU Point; Sachs Sacks Solar January 5, 2021 Great Stuff Bubble, Bubble … Are We in Trouble? Ch-ch-ch-ch-changes. Turn and face the strange, if you want to be a richer man. Today, we’re talking about changes. Specifically, changes in the ever-exciting world of market fund flows! Fund flows? Wake me when it’s over … zzzz. Don’t nod off: You’ll want to hear (read?) this one […]
Peachy Value in Georgia; Roku Quibi’ls Over Content, Amazon Knows Jack January 4, 2021 Great Stuff Georgia on My Mind Georgia. Oh, Georgia. No peace, I find. Just an old sweet song about value stocks keeps Georgia on my mind. Welcome to 2021, Great Ones, where stock prices are made up, and valuations don’t matter. Or do they? According to JPMorgan Cazenove — a London-based division of JPMorgan proper — the […]
On the Eve of Greatness: A Feedback Finale December 31, 2020 Great Stuff The Feedback Strikes Back Welcome one and all to the last issue of Great Stuff … until tomorrow! So, to send us all into the new year with style, we’re taking today to turn it over to the real greatness that’s powered me and the team through 2020: your emails! Who knew the real Great […]
Market Doldrums; Max Is Back; Tesla: The Next AOL? December 29, 2020 Great Stuff Fly, My Pretties! Well, Great Ones, it finally happened. The rest of the Great Stuff team ran to the hills this week (probably galloping hard on the plains, if I had to wager). Even my winged monkeys find their way out of Oz eventually… So, it’s just me here holding down the fort at Great […]
3 Duds to Dodge; Bitcoin Breaks $28K December 28, 2020 Great Stuff Great Stuff’s List ‘O Shame It’s that time of year again! The time of year when everyone and their mother tells you what stocks to buy for the new year. Seriously, my own mother had some ideas on what I should buy… Thanks, Mom! (What else can I say? She’s my mom.) However, no one’s […]





