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Latest Insights on HOLI

You’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial to the market that we cover them. WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied
by Joseph Hargett February 10, 2020 2020 Financial Crisis, Great Stuff
I Bless the Rains Down in China Toto, I have a feeling we’re not in Wuhan anymore. I get that you’re probably experiencing virus fatigue at this point, but there are a few new developments … and it’s crucial that we cover them. First, the Wuhan coronavirus has spread to more than 40,500 people globally, […]
More winning in the U.S.-China trade war. Is it time to ’Murica things up around here a little bit? I think it is. China’s Valentine’s Gift; Earnings All a-Twitter
by Joseph Hargett February 6, 2020 Great Stuff
China’s Valentine’s Day Gift Well color me happy, the market is on a four-day winning streak! Following on the heels of yesterday’s impressive payrolls data, the major market indexes are retesting all-time high territory. Today’s driver was news that China will cut retaliatory tariffs on some U.S. goods in half. What’s more, the adjustments will […]
It’s time for Ford and General Motors to step up. Tesla’s on the verge of being the only relevant publicly traded American automaker. Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes
by Joseph Hargett January 30, 2020 Great Stuff
Tesla to Bears: Eat My Shorts Do we have any Tesla Inc. (Nasdaq: TSLA) bears reading today? I know you’re out there. You write in to Great Stuff every time I say something positive about the company. Well, get your emails ready. Today, Tesla’s taking a victory lap … and I’m saying: “I told you […]
Welcome to Wall Street, where the corporate earnings reactions are made up … and the coronavirus doesn’t matter. Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity
by Joseph Hargett January 29, 2020 2020 Financial Crisis, Great Stuff
See No Virus, Hear No Virus, Speak No Virus Welcome to 2020, where the earnings reactions are made up … and the coronavirus doesn’t matter. That’s right, folks. The Wuhan coronavirus just passed 6,000 confirmed cases in mainland China — making it bigger and faster than SARS — and no one on Wall Street cares. […]
Wall Street realizes that it might have … maybe … perhaps … possibly overreacted to the coronavirus outbreak. Kung Flu Crazy; Borg Assimilates Delphi; Apple Cooks up Earnings
by Joseph Hargett January 28, 2020 Great Stuff
Kung Flu Crazy Another day, another virus story. Are you sick and tired of the “kung flu” yet? (Editor’s Note: If you’re sick and tired with the kung flu, please seek medical attention immediately.) After getting the sweats yesterday, the market appears to feel much better today. Much like you when you’re out of sick […]

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