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Latest Insights on HOLI

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 February 6, 2020 by Joseph Hargett 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 January 30, 2020 by Joseph Hargett 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 January 29, 2020 by Joseph Hargett 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 January 28, 2020 by Joseph Hargett 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 […]
Forget the Senate impeachment trial — Wall Street watches as China goes viral. China Goes Viral; Tesla Hits the Accelerator; Roku Waxes Brazil January 21, 2020 by Joseph Hargett Great Stuff Down With the Sickness I hope you have some snacks and a comfy chair ready … the Senate impeachment trials begin today! We all know that this trial will be a great big nothing-burger, and Wall Street is treating it thusly. I mean, 20 Republicans would have to vote against their party for anything to […]

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