Latest Insights on SUP
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 gear
Old Man Yells At Bitcoin, Verizon’s Yard Sale & Tesla Battles The Bulge May 3, 2021 Great Stuff Berkshire’s Munger Strike Berkshire Hathaway (NYSE: ) had a shareholders meeting this weekend. And we should care because? Agreed. No one cares about Berkshire events. I mean, the stock trades north of $420,000 per share. Do you own BRK.A? If so, why are you reading me? Am I that entertaining? (I hope so.) Anyway, Berkshire […]
Apple’s Antitrust Agony, Amazon Amazes All & Nio’s Nagging Negativity April 30, 2021 Great Stuff Friday Four Play: The “Apple A Day” Edition Apple (Nasdaq: ) core! Baltimore. Who’s your friend? Not the EU, that’s for certain. European regulators hit Apple with its first antitrust suit in the EU. The charge stems from a 2019 complaint by Spotify (NYSE: ) that Apple abused its position in music streaming via restrictive […]MEET OUR EXPERTS
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