Latest Insights on PPA
Impeachment Melt-Up; Maxing out With Micron December 19, 2019 Great Stuff
Ain’t That a Peach I’ve been hesitant to wade into the impeachment waters … for obvious reasons. I don’t like politics. I mean, I do … but I don’t like mixing them with investing advice unless it’s absolutely necessary. I’m putting a toe in the impeachment pond today because the U.S. House of Representatives voted […]
Go Bull or Bust; Netflix Is Mr. Worldwide December 17, 2019 Great Stuff
Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […]
Peloton Gets Pounded; Lululemon’s Discount Yoga Pants December 12, 2019 Great Stuff
Have I lost my mind? Or am I seriously agreeing with Andrew Left and Citron Research on Peloton Interactive?
Will Netflix Bow to Baby Yoda? December 11, 2019 Great Stuff
All We Are Saying Ev’rybody’s talking ’bout revolution, evolution, regulation, meditations, United Nations… But all the Federal Reserve is saying is give quantitative easing (QE) a chance. Actually, the Fed isn’t saying that … directly, anyway. (Sorry for the poor lead-in, John.) Today, Federal Reserve Chairman Jerome Powell held U.S. interest rates steady and promised […]
PG&E: Let Them Eat Stocks December 10, 2019 Great Stuff
A Hill of Beans Of all the financial newsletters in all the towns in all the world … the “people familiar with the talks” had to walk into mine. You know how those “people” said that a trade deal would happen before the deadline for new Chinese tariffs on December 15? About that … we’re […]MEET OUR EXPERTS
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