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Latest Insights on RMO

The Federal Reserve replaced the punch bowl with a Jacuzzi spiked with grain alcohol. But that wasn’t the end of it. Roku Reigns; CringeStop Pain; Peloton Pile-up
by Joseph Hargett November 6, 2020 Great Stuff
Friday Four Play: The “Churning Earnings” Edition Happy Friday, Great Ones! Are you ready to end this wild and wooly week with a wee dose of earnings? I hope so because other than the election — which still drags on inexorably as I write this — there isn’t much else interesting out there. Well … […]
This is 2020 — everything’s contested and nothing comes easy, even for investors. You need someone to help you hold on to your butt. Election Affliction; AMD Conviction; Nio’s European Vacation
by Joseph Hargett November 4, 2020 Great Stuff
Welcome to Election Park Mr. Great Stuff, If you do anything on Election Day besides vote, can you please make a meme of the Samuel L. Jackson quote from Jurassic Park where he says, “Hold on to your butts.” … I think it would be a perfect fit for election day and all the outcomes […]
Election results, pandemic responses and October jobs data … man it’s a busy week. And we didn't even mention earnings season yet. Election Forecasts; Clorox’s Clean Sweep; Nio the Golden Child
by Joseph Hargett November 2, 2020 Great Stuff
It’s the Final Countdown! We are close, Great Ones! One of the major cogs in the vast volatility machine is about to be put out of commission. Election day is tomorrow. While I don’t expect a clear winner before the day is up, we should be able to put this uncertainty driver to bed very […]
You know what they say about baseball card collecting in the ‘80s and the stock market. Well, maybe you don’t, but it ain’t pretty… Winter Is Coming; Forests of Azure, Cloudless Solar Skies
by Joseph Hargett 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 […]
It’s the changing of the guard. A capitalist election of the highest order. Intel is no longer inside. Behold AMD’s ascent! AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
by Joseph Hargett 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. […]

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