Latest Insights on NX
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas October 27, 2020 Great Stuff House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]
The No. 9 Cloud: An Earnings Season Fantasy October 19, 2020 Great Stuff Stock and Roll Fantasy Here come the jesters, one, two three … it’s all part of my earnings fantasy. I love the music, and I love to see the crowd. Dancin’ in the aisles and tradin’ out loud… If this isn’t your first issue of Great Stuff — welcome, if it is! — you know […]
Chips, Pizza, Pot and Political Theater October 9, 2020 Great Stuff Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […]
Don’t Forget Mike Tyson the Next Time You Invest September 16, 2020 Investing, Winning Investor Daily Words from a legendary boxer can change the way you make money.
Market Breaks; Peloton Aches; Slack Quakes September 9, 2020 Great Stuff When the Market Breaks If they keep on buying, the market’s going to break. If they keep on buying, the market’s going to break. When the market breaks, I’ll have no place to stay… Buying? Did you not just see the market correction, Mr. Great Stuff? Correction? What correction? I saw the market righting itself […]





