Latest Insights on SEAT
Mattel’s Mysterious Whistleblower & Uber’s Über Loss August 9, 2019 Great Stuff Friday Four Play: Core Prices, Chips and Uber Hit the Skids Remember when Fridays were fun? You’d go out with coworkers or friends after work to relax and forget about the week. Lately, it seems that we’re going out just to maintain our sanity after all our hard investing work gets dashed to pieces by […]
Pot Stocks Are High, Jobs Are High, Trump Tweets … Not So Much August 2, 2019 Great Stuff Friday Four Play: Pot, Pins, Jobs and Tariffs There are two words that can put the fear of God in any investor these days. Just two simple words: “Trump tweeted.” Those two words turned yesterday’s Fed recovery rally into a panic-stricken retreat. I’m not exaggerating here, either. Remember way back on Monday when the Great […]
Capital One Hacked, Beyond Meat Butchered July 30, 2019 Great Stuff Look Kids, Big Ben … Parliament! Summer vacation is in full swing on Wall Street. Just be sure to check your wallet, especially if it’s a Capital One Financial Corp. (NYSE: COF) wallet. Unfortunately, it’s a Griswold family vacation … and investors are stuck on a roundabout. Both the Dow and the S&P 500 have […]
The IRS Is Coming for Your Bitcoin Profits July 29, 2019 Great Stuff Fear and Follies on Wall Street We’ve got an interesting week ahead of us. Between a potential Federal Reserve rate cut, Democrats running for president and the IRS going after bitcoin profits, we’ll either be laughing or crying by Friday. Tomorrow, the Federal Reserve begins its two-day meeting to decide how to screw up — […]
Earnings Food for Thought: McDonald’s, Chipotle and Starbucks July 22, 2019 Great Stuff I have a weakness for ramen. Not the cheap Maruchan stuff that we lived on in college, but the “boutique” stuff you find at your local ramen-bowl restaurants. This weakness proved to be my undoing this morning. I had a bowl of some spicy, chicken-fire ramen last night … and I’m still on fire today. […]





