Latest Insights on AA
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. […]
Kung Flu Crazy; Borg Assimilates Delphi; Apple Cooks up Earnings January 28, 2020 Great Stuff Kung Flu Crazy Another day, another virus story. Are you sick and tired of the “kung flu” yet? (Editor’s Note: If you’re sick and tired with the kung flu, please seek medical attention immediately.) After getting the sweats yesterday, the market appears to feel much better today. Much like you when you’re out of sick […]
Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed January 27, 2020 2020 Financial Crisis, Great Stuff Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […]
Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple January 24, 2020 Great Stuff Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […]
The Coronavirus Is Spreading — Avoid This Sector January 24, 2020 Global Economy, Stocks, Winning Investor Daily I’m not sure whether or not the coronavirus will turn into the same epidemic as Ebola. But it bears watching for a similar fallout.






