Latest Insights on CET
Furious Fund Flows; A MU Point; Sachs Sacks Solar
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 […] Peachy Value in Georgia; Roku Quibi’ls Over Content, Amazon Knows Jack
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
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… DoorDash Rehash; I’m With the BAND; Uber’s Robo-Taxi No More
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 […] 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 […]