Latest Insights on HOLI
The Fed Shells; Shopify Excels; Lyft Smells February 12, 2020 Great Stuff The Fed’s Shell Game Federal Reserve Chairman Jerome Powell just finished back-to-back meetings with the House Financial Services Committee and the Senate banking committee. It was exciting stuff … let me tell you. Kind of like watching paint dry. It’s no wonder the financial media are still focused on the Wuhan coronavirus and the market’s […]
WHO’s on Wuhan?; Tesla Zombies; Nio Shanghaied 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, […]
China’s Valentine’s Gift; Earnings All a-Twitter 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 […]
Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes 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 […]
Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity 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. […]





