Latest Insights on ANET
Nio’s Not The One, YouTube’s DISphoria & Speaking Meta-phorically December 15, 2021 Great Stuff
Red Dawn: Chinese Edition The time has come, Great Ones, to talk of many things: Of batteries and chips and electric vehicles (EVs) … of cabbages and Xi Jinpings. And why China is boiling hot — and whether Chinese stocks have wings. Great Stuff Picks readers have probably already noticed that our Nio (NYSE: ) […]
Harley’s A LiveWire; Dollar Tree Gets Pruned & Lithium’s EV Lifeline December 13, 2021 Great Stuff
Electric Motorcycle Mama Great Ones, it’s time to get your motor runnin’ and head out on the highway. Harley-Davidson (NYSE: ) is looking for adventure, and electric motorbikes are coming our way! Yeah, darlin’, Harley’s gonna make it happen. Take the world in a SPAC embrace. Sell LiveWire shares at once and explode into space… […]
Crazier Than the Dot-Com Bubble December 6, 2021 Real Talk, Stocks, U.S. Economy
(4-minute read) The overall buying frenzy in the markets has pushed prices to extreme levels. And when prices become detached from reality, look out below…
Your Omicron Investing Game Plan December 3, 2021 Investment Opportunities, Real Talk, Stocks, U.S. Economy
(3-minute read) Omicron is sparking another round of ups and downs for the markets. But Charles kept you covered this week with an investing game plan for this changing new normal…
Buy the Omicron Dip! (But Choose Wisely) December 3, 2021 Big Picture. Big Profits., Investing
Markets went haywire this week (and last) in response to a double whammy: Omicron’s appearance on the COVID stage and a suddenly hawkish Fed. Stocks dropped across the board … but some dropped more than others. That confirms what I’ve been saying for most of 2021: The market increasingly prefers quality and consistent earnings growth […]






