Latest Insights on PPA
Trump Gets Tough on Trade; Disney Pounces on … Everyone
November 8, 2019 Great Stuff
Friday Four Play: The “Get Tough on Trade” Edition The needle on the Great Stuff Trade War Cycle chart finally appears to be moving. After nearly a month of speculation, we finally received commentary from President Trump on the matter … and it’s about what you’d expect. On Tuesday, I asked: “Who’s winning the U.S.-China […] Robinhood’s Infinite Leverage or “Infinite Money Cheat Code”
November 6, 2019 Great Stuff
Robinhood’s Infinite Leverage The ancient Greek mathematician Archimedes once wrote: “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.” Now, before you get worried that I’m going to drone on about ancient Greece, this quote also applies to investing. A modern-day Archimedes focused on […] AT&T Mystifies; Mattel Surprises; GE Electrifies
October 30, 2019 Great Stuff
AT&T’s Max Facepalm Yesterday, AT&T Inc. (NYSE: T) unveiled a new streaming service that rocked the market and sent Netflix Inc.’s (Nasdaq: NFLX) stock plunging. That’s what I should have been able to tell you today. But, in classic AT&T style, the company still managed to put investors in a bind. HBO Max is AT&T’s […] The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […] Trump Twitter Conspiracy? Nope, Just a Great Stuff Trading Strategy
October 18, 2019 Great Stuff
Friday Four Play: The “Doin’ It Our Way” Edition Dorothy, we’re not in Indiana any more. What a wild ride back from Milwaukee, Wisconsin, that was. Sadly, I didn’t have time to visit Shotz Brewery. You don’t always have time for “doin’ it our way.” On a side (side) note, Milwaukee is Algonquin for “the […]