Latest Insights on CMCSA
Voting Gets Lazy; Cash-Craving Comcast; Broadcom Bites the Apple January 24, 2020 Great Stuff Friday Four Play: The “Getting Lazy” Edition Lazy. The entire country is lazy. We have amazing freedoms in this country … freedoms that are the envy of the world: freedom of speech, freedom of the press, freedom of religion, the right to bear arms, et cetera. But the most important of all? The freedom (and […]
Snake Sickness Sinks Stocks; Sallie Slithers Skyward January 23, 2020 2020 Financial Crisis, Great Stuff The Wuhan Snake Virus Survival Guide I don’t know about you, but this Wuhan coronavirus thing has me more than a little worried. Since Great Stuff last reported on the situation, the number of infections has surged 50% to more than 600 patients. The death toll rose from 6 to 17. Cases are now popping […]
Go Bull or Bust; Netflix Is Mr. Worldwide December 17, 2019 Great Stuff Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […]
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 Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex October 23, 2019 Great Stuff The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […]