Latest Insights on ALB
Etsy’s Poppin’ Tags Wall Street Style
June 11, 2022 Great Stuff
What’s The Deal With Thrift Shopping? Hey, Great Ones, can we go thrift shopping? What? What? What? What? You know … pop some tags? Only $20 in our pockets? Hunting through clothing racks looking for a come-up? Again … what? I’m talking about secondhand consignment stores. The ones that pile all the clothes other people […] Elon Musk Musters Even More Buyer’s Remorse
June 6, 2022 Great Stuff
Twitter: The Albatross Around Tesla’s Neck Great Ones, mark my words: Elon Musk is done with Twitter (NYSE: ). I mean, he’s been done for a while … but Elon was looking for a legal way out that didn’t leave him on the hook for billions. And when I say leave “him” on the hook, […] Intrinsic Snake Oil, Should You Stay Or Should You Go & Aero Song Smiths
May 13, 2022 Great Stuff
Friday Feedback: The “Intrinsic Oils” Edition Great Ones, I hope you’ve had your Wheaties… ‘Cause you’re gonna need them for today’s Friday Feedback discussion about cryptocurrencies and essential oils … erm … I mean intrinsic oil. No, that’s not right either… Intrinsic value. Cryptos and intrinsic value … that’s what we’re talking about today. How […] 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 […]