Latest Insights on AA

The Sprint/T-Mobile deal is big trouble for moose and squirrel … er, rather, Verizon and AT&T. I’ll let you decide which is the squirrel and which is the moose. Sprin(T)-Mobile; This Dish Is Bananas February 11, 2020 by Joseph Hargett 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 […]
It was supposed to be a beautiful day in the neighborhood, but Wall Street was hoping for a little less “beautiful” on the jobs front. Jobs Amassing, Aurora’s Crashing, Uber’s Dashing February 7, 2020 by Joseph Hargett 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 […]
If you don’t think the Wuhan coronavirus outbreak will impact the U.S. economy, I’ve got some bad news for you. The Chinese Time Bomb; Tesla Tendies Time February 4, 2020 by Joseph Hargett 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 […]
It’s time for Ford and General Motors to step up. Tesla’s on the verge of being the only relevant publicly traded American automaker. Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes January 30, 2020 by Joseph Hargett 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 […]
Welcome to Wall Street, where the corporate earnings reactions are made up … and the coronavirus doesn’t matter. Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity January 29, 2020 by Joseph Hargett 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. […]

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