Latest Insights on LDI
Deflation, Correlation, Inflation, Agitation … Stimulation? October 15, 2020 Great Stuff There Is No Magic Bullet Welcome to Reader Feedback day! The day that is all about you, dear reader. Well … I mean, every day at Great Stuff is technically about you. But Thursdays, more so. Why? Because it’s Thursday … and I never could get the hang of Thursdays. Today we dive into the […]
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 […]





