Latest Insights on DELL
Bringing Cycles Back; These Boots Were Made For Walgreens March 31, 2022 Great Stuff I Want To Ride My Market Cycle Wind me up, put me down, start me off and watch me go! I’ll be runnin’ circles around this market sooner than you know… Queen into the Caesars? Huh, must be Thursday. You better believe it, Great Ones! Cycles, circles … the market’s stuck in both, like a […]
Shiny Happy Robot Truckers, The Lululemon Song, Wayfair’s Way Out March 30, 2022 Great Stuff FedEx Finally Feeling Frisky Smack, crack, bushwhacked … lidar sensors in the overhead rack, baby. Hey, Great Ones, rock and roll. FedEx (NYSE: ) knows where it wants to go, baby. What if semi-trucks did all the work? What if they drove around the clock? Tick-tock, Mr. Great Stuff. Another lyrical diversion? Just musing over […]
Not-So-Pretty Poison, Earnings In The Sac, Dave & Busted Housing March 29, 2022 Great Stuff Every Market Has Its Thorns… Great Ones, they say that Chex Mix is a bag of interesting. But I wonder what the marketing wizards at General Mills would call a “potentially poisonous mix?” Clearly, “potentially poisonous mix” doesn’t roll off the tongue like Chex Mix … but I guarantee you boxes of “Potentially Poisonous Mix” […]
Hyzon Hot Takes, The Cresco Kid & Adobe’s Photoshop Fails March 23, 2022 Great Stuff A Tale Of Two Hyzons Great Ones, it was the best of times. It was the worst of times. It was the age of in-line earnings. It was the age of earnings misses. It was the epoch of soaring revenue. It was the epoch of missed revenue. It was the season of growth. It was […]
Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League March 15, 2022 Great Stuff Xi Sells Sea Shells? I’m sailing away. Set an open course to save money. Cause Alibaba (NYSE: ) just can’t be free. Free to face a life without China’s Xi. Over there, he’s the captain. Don’t climb aboard. You’ll wonder about tomorrow or a new Cold War. But we’ll try, oh Lord, we’ll try … […]





