Latest Insights on HOLI
Go Bull or Bust; Netflix Is Mr. Worldwide December 17, 2019 Great Stuff Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […]
A Tariffic Trade Deal; Boeing Clears the Air December 16, 2019 Great Stuff The Trade Deal Price Is Right Last week, President Donald Trump chose curtain No. 1 and got himself a brand-new, shiny “phase 1” trade deal with China! He seems pretty happy with it. He even took it for a spin a few times around Twitter to show it off for the press. Wall Street, too, […]
Peloton Gets Pounded; Lululemon’s Discount Yoga Pants December 12, 2019 Great Stuff Have I lost my mind? Or am I seriously agreeing with Andrew Left and Citron Research on Peloton Interactive?
Will Netflix Bow to Baby Yoda? December 11, 2019 Great Stuff All We Are Saying Ev’rybody’s talking ’bout revolution, evolution, regulation, meditations, United Nations… But all the Federal Reserve is saying is give quantitative easing (QE) a chance. Actually, the Fed isn’t saying that … directly, anyway. (Sorry for the poor lead-in, John.) Today, Federal Reserve Chairman Jerome Powell held U.S. interest rates steady and promised […]
PG&E: Let Them Eat Stocks December 10, 2019 Great Stuff A Hill of Beans Of all the financial newsletters in all the towns in all the world … the “people familiar with the talks” had to walk into mine. You know how those “people” said that a trade deal would happen before the deadline for new Chinese tariffs on December 15? About that … we’re […]MEET OUR EXPERTS
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