Latest Insights on MELI
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 … […] Mobileye On The Prize, Dick’s Digs Deep & Google’s Mandiant Mashup
March 8, 2022 Great Stuff
The Mobileyes Have It… Mobileye of a hurricane, listen to Intel churn. The market serves its own needs. Don’t mis-serve your own needs. Volatility it up a notch, speed, grunt, no, strength… All right, Mr. Great Stuff, are you implying it’s the end of Intel as we know it? Maybe? I know I’m exaggerating a […] Take This Barrel of Oil and I Will Give You $40
March 2, 2022 Big Picture. Big Profits., Economy
As the pandemic sunk the entire global economy, the world was awash in too much oil. And storing oil is expensive, so producers were paying buyers just to take it off their hands! Things are very different today. Oil is pushing over $100 to hit levels we haven’t seen since 2014, reflecting today’s scenario of tight supplies and little extra capacity. It just goes to show how unstable these commodities markets can be from one year to the next. A major crash could be around the next corner and most investors probably wouldn’t know it. In fact, here’s why the world is possibly staring at a full-blown energy crisis... Meta’s Massive Miss; Spotify’s Rogan-omics; T-Mobile Rollin’
February 3, 2022 Great Stuff
Sucks To Zuck Did y’all just feel that? A great disturbance in the social media Force — as if millions of Facebook investors cried out in terror and were suddenly silenced. I feel that something terrible has happened, Great Ones. To find out, we have to get meta … again. Dude, if you bring up […] Microsoft’s Boundless Bounty, Dreamliner Nightmares & Disney’s Mattel Cartel
January 26, 2022 Great Stuff
Microsoft’s Sweet Sales Soliloquy But Microsoft (Nasdaq: )! What light through yonder Windows breaks? It is quarterly earnings, and Azure is the sun! Arise, fair sun, and kill the envious cloud computing competitors who are already sick and pale with grief that thou, the OG tech company, art far more fair than they. Oh, Great […]