Latest Insights on AA
Sprin(T)-Mobile; This Dish Is Bananas February 11, 2020 Great Stuff The Un-Network Is Now THE Network And then there were three… The wireless market got a touch smaller and far more interesting this morning. A U.S. federal judge ruled in favor of the $26 billion merger between Sprint Corp. (NYSE: S) and T-Mobile US Inc. (Nasdaq: TMUS). The ruling shut down a multistate challenge to […]
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 […]
The Chinese Time Bomb; Tesla Tendies Time February 4, 2020 Great Stuff The Ticking Chinese Time Bomb Sorry to ruin your bull market party, but there’s an issue we need to discuss … like, right now. I’m talking about the Wuhan coronavirus and the U.S.-China “phase 1” trade deal. Here’s the thing: More than 20,000 Chinese are infected with the Wuhan virus, with some 427 dead. Tens […]
Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes January 30, 2020 Great Stuff Tesla to Bears: Eat My Shorts Do we have any Tesla Inc. (Nasdaq: TSLA) bears reading today? I know you’re out there. You write in to Great Stuff every time I say something positive about the company. Well, get your emails ready. Today, Tesla’s taking a victory lap … and I’m saying: “I told you […]
Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity January 29, 2020 2020 Financial Crisis, Great Stuff See No Virus, Hear No Virus, Speak No Virus Welcome to 2020, where the earnings reactions are made up … and the coronavirus doesn’t matter. That’s right, folks. The Wuhan coronavirus just passed 6,000 confirmed cases in mainland China — making it bigger and faster than SARS — and no one on Wall Street cares. […]





