Latest Insights on MRNA
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 […]
Debatable Economics; Weak in the Disneys; GM Shocks Nikola September 30, 2020 Great Stuff Relief? That’s Debatable Man, that was embarrassing. That was just hard to watch. And I can’t believe how lopsided it was. I mean, I thought things would be at least somewhat close. But civility and anything resembling “close” went out the window real quick… You’d think with Shane Bieber and Gerrit Cole pitching, the score […]
Flying Whales: Tesla Left Cold; Nikola the Bold September 8, 2020 Great Stuff A Whale of a Good Time When we consider the recent market sell-off, it’s important to note that suddenly, though not surprisingly, the Nasdaq whale was called into existence several miles above Wall Street — a somewhat alien planet for the whale. Since this was not a natural position for the whale, it had a […]
Warp Speed Receipts; Duck Amok; More Tesla Shmucks August 12, 2020 Great Stuff Wall Street’s Mixed Nuts It was another one of those days on Wall Street today. Nothing overly positive, and nothing Fed-shakingly catastrophic. Remember, for this market rally to break, the news has to be bad enough to outweigh the Federal Reserve’s unlimited stimulus. We’re not there … yet. Sure, there were some major headlines that […]
All Bets Are On; Taiwan Inside; Hasbro’s Has-Been Hotel July 27, 2020 Great Stuff The Boys of Summer Nobody on the road. Nobody on the beach. We can feel it in the air. COVID-19 has put the summer out of reach. Or so we thought… The boys of summer aren’t gone. They’re just a little late to the pandemic party. Yes, dear reader, baseball is back … social distancing […]MEET OUR EXPERTS
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