Latest Insights on NVEI
Maniacs on the Trading Floor; Tesla’s Not Shocking Anymore February 19, 2020 2020 Financial Crisis, Great Stuff Sucking the Marrow out of Wall Street Today, dear readers, we’re going to talk about mania — Wall Street’s mania. From Virgin Galactic Holdings Inc. (NYSE: SPCE) to Tesla Inc. (Nasdaq: TSLA), investors have pushed stock valuations to the breaking point and beyond. In fact, Bank of America Corp. (NYSE: BAC) recently declared that — […]
Apple Is the Canary; Buffett Goes Kroger-ing February 18, 2020 Great Stuff COVID-19: Greater Than Just Apple Oh man … what a weekend! (There ain’t no party like a Presidents Day party. Am I right?) But it wasn’t all George-cherry Jell-O shots and Abe appletinis… In this midst of consuming my executive branch libations, I was struck with a thought: What would it take for Wall Street […]
WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied February 10, 2020 2020 Financial Crisis, Great Stuff I Bless the Rains Down in China Toto, I have a feeling we’re not in Wuhan anymore. I get that you’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial that we cover them. First, the Wuhan coronavirus has spread to more than 40,500 people globally, […]
Jobs Wow Wall Street … Disney, Not so Much February 5, 2020 Great Stuff Keepin’ the Bulls Happy I live for moments like today, dear reader. The latest U.S. private payrolls data are in, and the economy is looking stronger than ever! (If you judge things solely on jobs data, that is.) Yes, I know I preach a bit of doom and gloom from time to time, but someone […]
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 […]





