Latest Insights on AUD
April’s Jilted Jobs, Roku’s Roundhouse & The Peloton Dangerthon May 7, 2021 Great Stuff Friday Four Play: The “No Jobs Is Good Jobs?” Edition OK, so it’s not all earnings today on Wall Street — despite what the meme above says. In fact, April’s jobs data arrived this morning. And I hate to say: “I told you so,” Great Ones … but I told you so. This “Great Reopening” […]
1 Pick to Profit From the Chip Shortage May 5, 2021 Big Picture. Big Profits., Investment Opportunities, Stocks $84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]
Pfizer’s Pforce Awakens, Apple Strikes Back & CVS’s New Hope May 4, 2021 Great Stuff May The Pfourth Be With You Great Ones, I don’t know if we officially have a winner in the COVID-19 vaccine race, but we certainly have a new front-runner: Pfizer (NYSE: ). I know. I didn’t see it coming either. Apparently, Pfizer makes more than just Viagra. Who knew? OK, I knew. But I didn’t […]
The Real Reason the Markets Have Gone Mad (and What to Do) May 3, 2021 Big Picture. Big Profits., Stocks, U.S. Economy A handful of competing forces have made this trading environment one of the most difficult to navigate in decades.
Apple’s Antitrust Agony, Amazon Amazes All & Nio’s Nagging Negativity April 30, 2021 Great Stuff Friday Four Play: The “Apple A Day” Edition Apple (Nasdaq: ) core! Baltimore. Who’s your friend? Not the EU, that’s for certain. European regulators hit Apple with its first antitrust suit in the EU. The charge stems from a 2019 complaint by Spotify (NYSE: ) that Apple abused its position in music streaming via restrictive […]





