Latest Insights on HOLI
DJ Jassy Is Amazon’s Fresh Prince, Google’s Ad Reign and Zoom’s Human League February 3, 2021 Great Stuff Investors Just Don’t Understand Now, this is a story all about how Big Tech got flipped, turned upside down. And I’d like to take a minute, just sit right down; I’ll tell you how Andy Jassy became the prince of Amazon (Nasdaq: ). Unless you live under a rock, you probably already know that Jazzy […]
Double Servings of Earnings: A Full Plate With the FAM January 25, 2021 Great Stuff The “Oops, All Earnings!” Edition So, you really want to talk about earnings, huh? Why yes … yes I do. In fact, I dedicated today’s entire edition of Great Stuff to our favorite quarterly Wall Street soap opera — no, not EV Days or Antitrust Issues. Those are slated for later this week… Welcome to […]
GM’s Cruise Control, Moneybags Sachs and the Wrong Virgin January 19, 2021 Great Stuff Trampled Under Foot Trouble-free transmission. Don’t let that oil flow. Got no need to pump your gas; GM will do it all. Talk about EVs. Talk about EVs. Talk about… I don’t know too many people who actually know the lyrics to “Trampled Under Foot” by Led Zeppelin, but … there you go. Today’s development […]
Nio’s Surprise Sedan, CrowdStruck and the Apple of Hyundai’s Eye January 11, 2021 Great Stuff High Voltage Move over, Tesla! The new king of growth in the electric vehicle (EV) market just hit high gear. Nio (NYSE: ) put the pedal to the metal — do they even do that in EVs? — and surged roughly 14% on the open this morning. The company is now the No. 2 automaker […]
Furious Fund Flows; A MU Point; Sachs Sacks Solar January 5, 2021 Great Stuff Bubble, Bubble … Are We in Trouble? Ch-ch-ch-ch-changes. Turn and face the strange, if you want to be a richer man. Today, we’re talking about changes. Specifically, changes in the ever-exciting world of market fund flows! Fund flows? Wake me when it’s over … zzzz. Don’t nod off: You’ll want to hear (read?) this one […]





