Latest Insights on BAC
Is the High-Growth Tech Trade Back On?
May 10, 2021 Big Picture. Big Profits., Investing, Investment Opportunities, Stocks
We saw a big turnaround in the markets on Friday, May 7, in response to surprisingly poor job numbers. That begs three questions: Has this year’s market action really been all about fears of inflation and an overheating economy? Given the uncertainty around federal infrastructure spending, are we going to see a reversion to growth […] April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon
May 7, 2021 Great Stuff
Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […] What’s Your Reason for Not Owning Cryptos?
May 6, 2021 Cryptocurrency, Winning Investor Daily
I attended an event in May 2014 where one of the world’s leading crypto gurus spoke. I didn’t act on that person’s advice, though. Why didn’t I? GM’s High Hopes, Activision’s Duty Mission & Zillow’s Zenith
May 5, 2021 Great Stuff
Wall Street, You’re Much Too Fast I guess I should’ve known by the way the chip market turned sideways that it wouldn’t last. See, Wall Street’s the kinda place that believes in investing once — love ‘em and leave ‘em fast. General Motors (NYSE: ) must be dumb. It’s got a pocketful of revenue and […] 1 Pick to Profit From the Chip Shortage
May 5, 2021 Big Picture. Big Profits., Investment Opportunities, Stocks
$84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]