Latest Insights on AA
Elon’s Cybertruck Oops; Schwab Regroups November 22, 2019 Great Stuff Friday Four Play: The “Mutual Respect and Equality” Edition One day! I miss one day, and the Great Stuff Trade War Cycle chart swings through “market sells off on trade war fears” and into “administration hints at a resolution.” It’s a conspiracy, I tell you. Granted, the markets were grinding lower for the past four […]
Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure November 18, 2019 Great Stuff Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Nickel Prices or Electric Vehicle Supply — Either Both Grow or Neither Will November 18, 2019 American Investor Today, Investing, Natural Resources The electric vehicle (EV) revolution is increasing demand for this battery metal — the forecast for 2025 shows a 400% increase. But there’s not enough supply to meet the demand. Matt Badiali talks about what needs to change to keep the future of EVs going. (3-minute read)
Walmart Soars, Disney+ Roars and Trade Tears Pour November 14, 2019 Great Stuff You Better Stop, and Look Around… Here it comes. Here it comes. Here comes your 19th market breakdown. Oh, who’s to blame. These trade talks are just insane. Last Friday, I warned that President Trump was getting tough on trade with China once again. Following a week of speculation on tariff rollbacks, Trump made it […]
Pause Disney+ for Your Daily Trade War Update November 12, 2019 Great Stuff When You Wish Upon a Death Star… Happy Disney+ day! Yes, it’s finally here. After months and months of waiting, we can finally stream all the Disney, Star Wars and Marvel content (and all that other stuff) that we want! Tonight, I’m bingeing The Mandalorian, with some Star Wars: The Clone Wars and The World […]





