Latest Insights on REV
Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps May 15, 2020 Great Stuff Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […]
Powell’s Wake-Up Call; Uber Eats It All; Progyny Stands Tall May 13, 2020 Great Stuff You Don’t Have to Call Me Darlin’ When Federal Reserve Chairman Jerome Powell spoke this morning, well … it was all that Wall Street could do to keep from crying. Speaking during a webcast with the Peterson Institute for International Economics, Powell warned that the COVID-19 pandemic could “leave behind lasting damage” to U.S. economic […]
Deflation at the Disco; Atomic Datadog; Musk the Martyr May 12, 2020 Great Stuff Wall Street Spins Records This year is all about spinning records. Now, I love to drop vinyl on the turntable as much as the next guy. OK, probably more. There’s just a warm, nostalgic sound with records that you don’t get in today’s sanitized, digital world. But the U.S. economy hasn’t exactly dropped the decade’s […]
Make America Confident Again; Musk’s No-Diesel Legal Weasel May 11, 2020 Great Stuff Confidently Overconfident It’s one thing to be confident, dear reader. It’s another thing entirely to be blindly overconfident. Today, we saw Wall Street give a pause to last week’s massive rally, following one of the most devastating monthly U.S. jobs reports ever. It seems that more than a few analysts are starting to realize just […]
Double Bottom or Long U? May 11, 2020 2020 Financial Crisis, Big Picture. Big Profits., Investing [17-minute video] Investors have so much faith in Fed stimulus and a miracle cure that a decline in stocks may take a while … here are three things you can do as the market finds its way to a true recovery.





