Latest Insights on BHG
OPEC’s Death By Papercuts, FedEx One-Ups UPS & Apple Being Apple
September 6, 2022 Great Stuff
OPEC’s Roughnecks Great Ones, OPEC was born to be a roughneck. But as we’re all finding out this year, pullin’ case and layin’ pipe is hard labor. And oil prices, while volatile, will never amount to nothin’. Har har, Mr. Great Stuff. Pulling out Johnny Cash to rag on oil? You’re getting desperate. I mean, […] August’s Goldilocks Jobs Report, Frickin’ Ford, Asleep On PagerDuty
September 2, 2022 Great Stuff
The Song Remains The Same Great Ones, I had a dream. Oh, yeah … a crazy dream. A dream that today’s August nonfarm payrolls report would offer some direction … some hope … some indication of where the economy was headed and where the Federal Reserve’s monetary policy would go. Oh, what a dream that […] Nvidia’s Red Scare, Costco’s Going “There” & No Campbell’s Soup For You!
September 1, 2022 Great Stuff
Nvidia’s Boulevard Of Broken Dreams The bull market has come and passed — the easy money can never last. Wake me up when September ends. Like Nvidia (Nasdaq: ) has come to pass, regulations came on so fast. Wake me up when September ends. Here comes the Chinese ban again, falling from the stars. Portfolios […] Earnings Too Chewy, ChargePoint On Point & Netflix Raids Snap
August 31, 2022 Great Stuff
Ain’t No Fluffy When He’s Gone… Great Ones, I hate to tell you this … but the U.S. economy has gone to the dogs. No, scratch that. It’s gone beyond the dogs, if Chewy’s (NYSE: ) trip to the earnings confessional means anything. Beyond the dogs? You’re talking nonsense. What does that even mean? I’ll […] First Solar Taps IRA, Boeing Supersized & Geek Squad Goals
August 30, 2022 Great Stuff
Solar Power: Investing In Sunshine, Wooah! Great Ones, I used to think Wall Street loved solar. Now, baby, I’m sure. And I just can’t wait till the day when I can cut the power cord. Now every time I look at First Solar (Nasdaq: ), gotta hold myself down. ‘Cause I just can’t wait till […]