Latest Insights on SEAT
Tariff Man Strikes Again; Clorox Cleans House May 1, 2020 Great Stuff Friday Four Play: The “Return of Tariff Man” Edition Dateline: May 1, 2020 — “Tariff Man” strikes again! You thought he was gone, dear reader, but Tariff Man is mulling a return from retirement. We haven’t seen this much groaning since Rob Gronkowski’s appearance on The Masked Singer. According to The Washington Post, U.S. officials […]
Oil Is Dead — Electric Vehicles Are the Future April 24, 2020 Oil, Technology, Winning Investor Daily In the next decade, there will be a huge shift away from oil as modern technology causes massive disruption in the energy markets…
The Fed Can’t Help You April 20, 2020 2020 Financial Crisis, Big Picture. Big Profits., U.S. Economy [15-minute video] This is not a financial crisis. This is an earnings crisis, and unless we get concrete evidence that the economy is back up and running, we will see a double bottom in the stock market. But we have specific advice on how you can find opportunities in this crisis.
Outplaying Big Banks; J.B. Hunt Bucks Up April 15, 2020 Great Stuff Banks Can’t Dance Regular Great Stuff readers know that music underpins many of our pop culture references. But, try as I might, I couldn’t come up with a good banking song for today’s issue. Not even a jingle. The only banking-related pop culture reference that came to mind was the old 1970s Smith Barney commercial: […]
Relishing Relief: Fastenal Your Seatbelts April 14, 2020 Great Stuff How Do You Spell Relief? And they’re off! The first (annual?) U.S. quarantined corporate earnings season kicked off this morning, and investors loved the red-hot rally action. It was 2% to 3% gains across the board as the market opened. Wall Street finally has concrete data on how the pandemic has affected American businesses. JPMorgan […]





