Latest Insights on BILL
Friday Four Play: Good Jobs = Bad News July 5, 2019 Great Stuff That was quite the Fourth of July celebration, wasn’t it? The fireworks, the music … and stuff. Freedom was everywhere. It was awesome. I don’t know about you, but I’m beat this morning. Apparently, so is the market. But we’ll get to that in a minute. Next week, I’m going on vacation to celebrate my […]
Celebrate Your Freedom This Fourth of July July 4, 2019 Great Stuff Blow anything up yet? It’s that time of year again. Beer, hot dogs and backyard hand grenades. When I was growing up in rural Kentucky, we’d have Roman candle fights in the field next to the house. It was honorary Darwin Awards all around. We’re lucky none of us got killed or maimed. But there’s […]
Canopy Growth: “Don’t Bring Me Down, Bruce” July 3, 2019 Great Stuff Canopy Growth Corp. (NYSE: CGC) has investors running, going out of their minds. Investors are thinking that they’re wasting their time. (Don’t bring me down, no, no, no, no, no.) If you haven’t heard, I’ll tell you once more before I get off the floor. Canopy Growth co-CEO Bruce Linton is out the door. In […]
Long Live the Trade War – New Tariffs Fuel Market Uncertainty July 2, 2019 Great Stuff Did you enjoy yesterday’s break from the trade war? It was fun for a day, wasn’t it? Semiconductors rallied. Oil stocks gained ground. The market hit all-time highs. For a brief moment, we were able to shrug off global uncertainties and bask in the remnants of the bull market. Today, that illusion of certainty is […]
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]





