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Latest Insights on ALB

President Trump apparently didn’t like the idea of China winning either. This morning, Trump told reporters that the U.S. hasn’t agreed to rolling back tariffs as part of the “phase one” trade deal. Trump Gets Tough on Trade; Disney Pounces on … Everyone
by Joseph Hargett November 8, 2019 Great Stuff
Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […]
Great Stuff 9-18-2019 Facebook’s Altered Reality Glasses; Breaking up With FedEx
by Joseph Hargett September 18, 2019 Great Stuff
Just Rolled Into the Shop Ever have one of those moments driving your car where things just don’t feel right? A slight pull to the side, an engine stutter, a weird hitch while shifting gears … and then everything goes back to normal. There’s no engine light, but you have a feeling that orange beacon […]
These tech companies have the competitive advantages that give them a “moat,” in Warren Buffett’s terms. Warren Buffett Would Love These New Tech Stocks These tech companies have the competitive advantages that give them a “moat,” in Warren Buffett’s terms.
The U.S.-China Poker Match; Dollar General Beats; TSA Bans Coke Bottles
by Joseph Hargett August 30, 2019 Great Stuff
The U.S. and China are friends again … for now. But that September trade meeting is looming large.
Great Stuff 06-25-2019 The Real Question for the $63 Billion AbbVie-Allergan Acquisition
by Joseph Hargett June 25, 2019 Great Stuff
I know my brain doesn’t work quite right. I wouldn’t be writing Great Stuff if it did. Today, I’m left with a burning question on AbbVie’s $63 billion cash and stock acquisition of Allergan. It’s not about the viability of the combined company. Both AbbVie Inc. (NYSE: ABBV) and Allergan PLC (NYSE: AGN) face serious […]

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