Latest Insights on ALB
The Bull Market Is Dead. Long Live the Bull Market!
May 10, 2022 Big Picture. Big Profits., Economy, U.S. Economy
At the simplest level, “what just happened” is that stocks went down... A lot. Going one step further, we can say that stocks went down because bond yields went up. Again, a lot. But to really understand why stocks and bonds have fallen so hard and so fast, we need to understand why they went up so much in the first place. AMD’s Infinite Power, Yum Brand’s Dark Side, It’s A Ride-Sharing Trap!
May 4, 2022 Great Stuff
The AMD Saga Begins A long, long time ago in a galaxy far away … semiconductors were under an attack. And I thought analysts once again would talk tech investors into maybe cutting them a little slack. But their response, it didn’t thrill us. “Demand is dried up!” they tried to tell us. I wasn’t […] Meet the $1.95 Trillion Man (Everyone Hates Him)
May 2, 2022 Big Picture. Big Profits., News, U.S. Economy
Welcome to your Monday Market update! This weekly special edition covers the “Big Picture” factors at play in this week’s headline — so you can stay ahead of the trends with ease! Apple’s FAANG Force Awakens, Blizzard’s Snowed In & Musk Moves On Twitter
April 25, 2022 Great Stuff
FAANG De-Fanged? Look, mummy, there’s an earnings plane up in the sky… Great Ones, did you see the frightened ones? D-D-D-Did you see the earnings bombs? Did you ever wonder why we had to run for safe investments when the promise of a brave, new market unfurled beneath a clear, blue sky? Umm … Mr. […] Peeking At Peak Inflation; CarMax Blows A Tire & Apple’s Red Scare
April 12, 2022 Great Stuff
The Devil’s Left Hand Great Ones, mamma might have said that the pistol is the devil’s right hand … but I’ll swear until the day I can no longer write that inflation is the devil’s left hand. Today’s consumer price index (CPI) — and Wall Street’s reaction to it — is a prime example. Are […]