Latest Insights on NFE
Winter Is Coming; Forests of Azure, Cloudless Solar Skies
October 28, 2020 Great Stuff
Future in the Cards Sooo … how about those Dodgers? I don’t follow baseball — I got burned on baseball cards back in the late ‘80s and early ‘90s, and it’s been downhill ever since. Anyone else have a massive box of three-decades-old baseball cards that are worth absolutely nothing right now? Oddly enough, there’s […] Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’
October 26, 2020 Great Stuff
Risk on; Risk off The global economy is sick … and I mean that literally, not in the ‘90s kinda way or in a Michael Jackson’s “Bad is good” kinda way. Over the weekend, the U.S. hit back-to-back record highs for new COVID-19 cases. According to Johns Hopkins University data, the seven-day average of new […] It’s Friday, I’m in Plug; Why Intel Fell; Fastly Flustered
October 23, 2020 Great Stuff
Friday Four Play: The “Drought Has Ended” Edition I have good news for you today, Great Ones! The Great Stuff Picks drought has ended. The seal is broken, so to speak. Aren’t you just dying to know what Great Stuff’s new recommendation is? The company I recommend today is up roughly 300% this year, and […] In Google We Antitrust; Intel’s Short-Term Memory Loss; Logically Logitech
October 20, 2020 Great Stuff
And Justice (Department) for All… It’s been many a year since we had a nice juicy antitrust lawsuit in the tech world, but Alphabet Inc. (Nasdaq: ) is about to break that streak. It’s sad but true. According to the infamous “people familiar with the matter,” the U.S. Department of Justice (DOJ) is preparing to […] 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 […]