Latest Insights on BOX
Unassailable Asana, GameStop’s Crypto Gift Cards & E-Jeepers Creepers September 8, 2022 Great Stuff Hakuna Asana Great Ones, when I was a young warthog… When he was a young wart … wait, wut? Hey, now. I’m a sensitive soul, though I seem thick-skinned. Remind us to never stand downwind… Oh, the shame! Anywho… Hakuna Asana (NYSE: ). What a wonderful phrase. Hakuna Asana … ain’t no passing craze. It’s […]
Nio’s Teeming, Streaming Deliveries; Coupa Troopers & Google Rumors September 7, 2022 Great Stuff Nio Noodling Deliveries Great Ones, electric vehicle (EV) maker Nio (NYSE: ) reported earnings today … and it gave me an idea. Riddle me this: Why are EV manufacturers like streaming companies? Why are what? You might as well ask: Why is a raven like a writing desk? You know, Lewis Carroll meant that as […]
OPEC’s Death By Papercuts, FedEx One-Ups UPS & Apple Being Apple September 6, 2022 Great Stuff OPEC’s Roughnecks Great Ones, OPEC was born to be a roughneck. But as we’re all finding out this year, pullin’ case and layin’ pipe is hard labor. And oil prices, while volatile, will never amount to nothin’. Har har, Mr. Great Stuff. Pulling out Johnny Cash to rag on oil? You’re getting desperate. I mean, […]
Does Summer’s End = Time to Sell? September 3, 2022 Investing, Real Talk, Stocks We’re in what’s historically the worst month for stocks each year: September. Here’s Charles’ take…
August’s Goldilocks Jobs Report, Frickin’ Ford, Asleep On PagerDuty September 2, 2022 Great Stuff The Song Remains The Same Great Ones, I had a dream. Oh, yeah … a crazy dream. A dream that today’s August nonfarm payrolls report would offer some direction … some hope … some indication of where the economy was headed and where the Federal Reserve’s monetary policy would go. Oh, what a dream that […]





