Latest Insights on DLO
PG&E: Let Them Eat Stocks
December 10, 2019 Great Stuff
A Hill of Beans Of all the financial newsletters in all the towns in all the world … the “people familiar with the talks” had to walk into mine. You know how those “people” said that a trade deal would happen before the deadline for new Chinese tariffs on December 15? About that … we’re […] Tesla Is Going to $500 … or Not, Whatever
December 6, 2019 Great Stuff
Friday Four Play: The “Look at All Those Jobs” Edition (Did a friend forward you this email? If so, you owe them big-time! Seriously, this is Great Stuff. We don’t take that title lightly. After you’ve profusely thanked your friend, why not sign up for the free email today? It’s mostly painless. I promise.) After […] Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure
November 18, 2019 Great Stuff
Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […] Aurora Gets Stoned, Trade War Optimism Is Smokin’
November 15, 2019 Great Stuff
Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […] Legislation Is Dead; Nike Taps Into Girl Power
September 25, 2019 Great Stuff
Well … Ain’t That a Peach? It’s official. The impeachment of President Donald Trump has begun. House Speaker Nancy Pelosi announced a formal impeachment inquiry into the president late yesterday. And it only took a public shaming from presidential hopeful Senator Elizabeth Warren over the weekend to make it happen. That’s about all the political […]