Latest Insights on EBS
AMD’s Data Center Darling, Match’s Dry Tinder & Paramount-ing Losses
November 2, 2022 Great Stuff
AMD: In Su We Trust Hey, Great Ones! You ever see a company miss on earnings, miss on revenue, cut margins and miss on guidance and still get a rally in the stock market? Impossible. There’s no way that happens. Impossible? Nothing’s impossible … merely improbable. And in this case, very highly improbable. But “highly […] SoFi, So Far, So Fine; Tesla’s Twitter Delirium & Goodyear’s Bad Times
November 1, 2022 Great Stuff
Why Is SoFi So Fine? Great Ones, why is SoFi Technologies (Nasdaq: ) so fine? Y’all know I’m not a big fan of talking about banking stocks. Don’t get me wrong, they’re often really good investment opportunities. But they’re just not that exciting at all. I mean, they handle money, checking accounts, savings accounts, loans […] The Fed’s Thrilling Pivot, Foxconned & Disney’s Shanghais & Lows
October 31, 2022 Great Stuff
The Fed’s Pivot Party Thriller Great Ones, it’s close to Fed Day … and something evil’s lurking in the dark. Under Jerome Powell, the interest rates have almost stopped your heart. You try to scream, but inflation takes the cash before you make it. You start to freeze … a market crash looks you right […] Economic Advice From A Caterpillar, Meta Morphs, McDonald’s Golden Earnings
October 27, 2022 Great Stuff
CAT’s Outta The Bag Why must I chase the CAT? And how in the world does this cat always manage to land on its feet? Something to do with those nine lives, I’d imagine. Anyway… All the market’s atomic dogs chasing Big Tech stocks this week are probably wishing they’d stuck to chasing Caterpillar (NYSE: […] Google’s Ad Armageddon, Mobileye’s Eye-PO, Boeing Plays Defense
October 26, 2022 Great Stuff
Google Some Shelter Great Ones, a storm is threatening … Alphabet’s (Nasdaq: ) very life today. If they don’t get some shelter. Yeah, they’re gonna fade away. War, children? Are we really just a shot away? When it comes to the online ad business? Yeah, I think so. But don’t take my word for it. […]