Latest Insights on GEO
Trigger Warning: Bernie’s Socialism for the Rich November 19, 2021 Big Picture. Big Profits., News, U.S. Economy Considerations of subsidy, cost and tax dominate public debate around U.S. social spending. People like Bernie Sanders and AOC want the government to pay more of the excessive costs of life in the United States, which are far higher than our peers. But that doesn’t address why these things are so expensive in the first place — and why they will get even more expensive if the government starts to subsidize them. Building on my longstanding interest in market structure and public policy, in today’s video — sure to be controversial! — I explain why the most progressive approach to solving America’s problems is in some ways the most conservative one.
Are Rivian’s Electric Trucks and SUVs Overhyped? November 12, 2021 Investment Opportunities, Technology, Winning Investor Daily Rivian soared to a valuation of over $100 billion. That’s bigger than General Motors and Ford!
Disney Ducks Earnings; Beyond Meat’s Misery; Affirm’s Amazonian Appeal November 11, 2021 Great Stuff The Mouse’s House Of Pain Wall Street’s earnings reactions have left me dazed and confused for so long it’s not true. I wanted a market — never bargained for you. There’s lots of people talkin’ but few of them know … what the heck happened with Disney to warrant an 8% blow? Great Stuff Picks […]
Palantir Palate Cleanser, Robbin’ Robin & GE Makes 3 November 9, 2021 Great Stuff Sucker Punched Palantir It’s time to follow up on Palantir Technologies (NYSE: ) and this morning’s trip to the earnings confessional. But first … are any of you Great Ones familiar with Edie Brickell & New Bohemians? What? Sure, the “What I am is what I am is what I am” band, right? What does […]
Roku’s Horror Picture Show; Crouching Kroger Hidden Publix November 4, 2021 Great Stuff Sweet Streams Are Made Of These Who am I to disagree? I’ve streamed ‘round the world and the seven seas (thank you, VPNs). Everybody’s streaming something … well, except for that one guy on our team who watches absolutely no TV. What’s up with that? Great Ones, Great Stuff Picks investors, newbie readers just joining […]