Latest Insights on SAP
Tallyho! Robinhood IPO, Peet’s Jam & GME’s New Fans March 24, 2021 Great Stuff Robin The Hood Once upon a time, retailer investors were subject to the slings and arrows — and price gouging — of their brokerage firm princes. The feudal landscape of retail investing was dominated by transaction fees, consultation fees, management fees … fees-fi-fo-fum! (And if you’re wondering about the goldfish reference up above … here […]
Railroad Riches All The Livelong Day March 22, 2021 Great Stuff Long Train Runnin’ Down around the corner, half a mile from here … see them tech gains run, and you watch them disappear. Without love, where would you be now? Without love — erm, industrials, where would you be now? That’s right, Great Ones: If you couldn’t hear my train a-comin’, we’re talking up railroads […]
China Fires At Fintech, DOCU Drama & Ulta-mate Earnings March 12, 2021 Great Stuff Friday Four Play: The “Conform Or Be Cast Out” Edition Great Ones, I don’t usually rush to conclusions, but I have a distant early warning for anyone invested in Chinese stocks today. And for those holding stock in Chinese financial technology companies (fintechs), this week’s developments hit a bit closer to the heart. China is […]
Inflation Of My Ire, Apple Sauced & MongoDB’s Mega Mess March 10, 2021 Great Stuff Fizz, Fizz, Oh What A Relief It Is? So, Great Ones … how do you spell “relief?” Bank of America apparently spells relief thusly: “S T I M U L U S.” Today, the big American bank’s research investment committee said that the $1.9 trillion in stimulus spending won’t overheat the U.S. economy. It even […]
Staying Paul-sitive, AMC’s Magic Moves & EYES Spy A Winner March 8, 2021 Great Stuff Life By The Drop Hello there, my old friend — Wall Street’s calling for the bull market end! We traded outside in the tech gains. With 2021, the market started over again. We’re living a dream — oh, we’re on top. Portfolio’s aching, and Lord, it won’t stop. Great Ones … that’s how it happens […]





