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Latest Insights on CET

Ready to put the "fun" in "fund flows?" Today we pin down why Wall Street's favorite indicator should join the chorus of Auld Lang Syne. Furious Fund Flows; A MU Point; Sachs Sacks Solar
by Joseph Hargett January 5, 2021 Great Stuff
Bubble, Bubble … Are We in Trouble? Ch-ch-ch-ch-changes. Turn and face the strange, if you want to be a richer man. Today, we’re talking about changes. Specifically, changes in the ever-exciting world of market fund flows! Fund flows? Wake me when it’s over … zzzz. Don’t nod off: You’ll want to hear (read?) this one […]
Value stocks are set to soar … that is, if Democrats win Georgia’s Senate runoff. But JPMorgan thinks that’s highly unlikely. Peachy Value in Georgia; Roku Quibi’ls Over Content, Amazon Knows Jack
by Joseph Hargett January 4, 2021 Great Stuff
Georgia on My Mind Georgia. Oh, Georgia. No peace, I find. Just an old sweet song about value stocks keeps Georgia on my mind. Welcome to 2021, Great Ones, where stock prices are made up, and valuations don’t matter. Or do they? According to JPMorgan Cazenove — a London-based division of JPMorgan proper — the […]
What Everyone’s Getting Wrong in Their 2021 Predictions
by Charles Mizrahi November 23, 2020 American Investor Today, Investing, News
(4-minute read) Predictions for 2021 will start rolling in this month and next. But we don’t pay attention to them. Here’s why…
We asked you for DoorDash opinions, and boy, we got ‘em! Get the latest on the DoorDash IPO — and if should buy in when DASH goes public. DoorDash Rehash; I’m With the BAND; Uber’s Robo-Taxi No More
by Joseph Hargett November 19, 2020 Great Stuff
Knocking on Heaven’s Door(Dash) Great Ones … welcome to Reader Feedback day! If you happen to be new ‘round these parts, today’s the day that Great Stuff answers your questions, researches your investment ideas and indulges in your rants … whatever the topic may be. Seriously. Last week, we covered everything from artificial intelligence to […]
An unexpected decline in new home sales and spiking COVID cases spooked Wall Street. But you Great Ones have options to ride out this storm. Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’
by Joseph Hargett 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 […]

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