Latest Insights on DG
April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon May 7, 2021 Great Stuff
Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […]
GM’s High Hopes, Activision’s Duty Mission & Zillow’s Zenith May 5, 2021 Great Stuff
Wall Street, You’re Much Too Fast I guess I should’ve known by the way the chip market turned sideways that it wouldn’t last. See, Wall Street’s the kinda place that believes in investing once — love ‘em and leave ‘em fast. General Motors (NYSE: ) must be dumb. It’s got a pocketful of revenue and […]
1 Pick to Profit From the Chip Shortage May 5, 2021 Big Picture. Big Profits., Investment Opportunities, Stocks
$84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]
Pfizer’s Pforce Awakens, Apple Strikes Back & CVS’s New Hope May 4, 2021 Great Stuff
May The Pfourth Be With You Great Ones, I don’t know if we officially have a winner in the COVID-19 vaccine race, but we certainly have a new front-runner: Pfizer (NYSE: ). I know. I didn’t see it coming either. Apparently, Pfizer makes more than just Viagra. Who knew? OK, I knew. But I didn’t […]
Here’s What Should Worry You About Inflation May 4, 2021 Big Picture. Big Profits., U.S. Economy
By clamping down on inflation so ruthlessly for so long, policymakers have kept the economy stuck in low gearMEET OUR EXPERTS
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