Latest Insights on MC
Beyond Meat Will Bleed; Microsoft’s JEDI Mind Trick
October 28, 2019 Great Stuff
Beyond Meat: There Will Be Blood Are you a fan of the meatless wonder? Holding some Beyond Meat Inc. (Nasdaq: BYND) in your portfolio, are you? I can’t say I blame you. BYND is up a massive 300% from its initial public offering (IPO) price of $25. Heck, the shares are even up about 51% […] WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […] The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […] Great Stuff on Tour; Netflix on the Rocks
October 17, 2019 Great Stuff
Three things you need to read while Great Stuff is off gallivanting (read: stranded). AMC Targets Netflix; Nio Is Still Not the One
October 16, 2019 Great Stuff
Pork prices soar 69% in China, and all I can think about is the bacon! Will somebody please think about the bacon?!