Latest Insights on HIMS
Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure November 18, 2019 Great Stuff Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Peloton Climbs a Mountain of Loss … and Uber’s Buried Under It November 5, 2019 Great Stuff So Much Winning Here’s your question for the week: Who’s winning the U.S.-China trade war? We’ve seen plenty of updates in the past 48 hours on U.S.-China trade relations, with many Wall Street pundits claiming “progress” in negotiations. This progress is why the markets are rallying, after all. This first bit of news arrived on […]
WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed October 24, 2019 Great Stuff The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […]
The Fed’s Biggest Nightmare; Retail Gets Real; WeGiveUp October 1, 2019 Great Stuff Is the U.S. Economy Going Stag? I saw an ugly word pop up over the weekend. No, not that word … or that word, either. Seriously, you kiss your mother with that mouth? The word was “stagflation,” and it’s the word that the U.S. Federal Reserve fears most of all. Now, stagflation is traditionally defined […]
WeWork IPO: Beware Master Unicorn Wranglers September 25, 2019 Investing, Investment Opportunities, Winning Investor Daily Good investors always want to know what they’re buying. To do that, they must confirm what the company is selling … and in WeWork’s case, it isn’t office space.





