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Latest Insights on AAPL

It was supposed to be a beautiful day in the neighborhood, but Wall Street was hoping for a little less “beautiful” on the jobs front. Jobs Amassing, Aurora’s Crashing, Uber’s Dashing
by Joseph Hargett February 7, 2020 Great Stuff
Friday Four Play: The “What Do You Mean, No Rate Cut?” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve thanked your friend profusely, why not sign up for yourself today? It’s mostly painless. I promise.) I […]
If you don’t think the Wuhan coronavirus outbreak will impact the U.S. economy, I’ve got some bad news for you. The Chinese Time Bomb; Tesla Tendies Time
by Joseph Hargett February 4, 2020 Great Stuff
The Ticking Chinese Time Bomb Sorry to ruin your bull market party, but there’s an issue we need to discuss … like, right now. I’m talking about the Wuhan coronavirus and the U.S.-China “phase 1” trade deal. Here’s the thing: More than 20,000 Chinese are infected with the Wuhan virus, with some 427 dead. Tens […]
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 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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