mattremote

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What does the stockgumshoe universe think of liquor stocks, e.g. Diageo (DEO), Brown Forman (BF.B), Constellation (STZ), MGPI (MGPI), and others? These can be more solid than most during times of economic distress or recession.

Recent Author Comments

On Midsummer 2022 Morsels

Oh no, Doc! You well know the threat posed by COVID yet you wrote about the virus again in your column. Vaccines too. . . Solid evidence (here and elsewhere) indicates that COVID is so contagious it may be transmitted just by reading about it - that m[...]

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On Friday File: Restaurant Royalties, and a little Wallowing in Pessimism

Thanks for sharing that strategy, Martin. So, you hope to profit not only on upward movement of the stock but also on multiplying the premiums for nearly in-the-money options, which are post-split individually much smaller than the original option premium[...]

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On Friday File: Restaurant Royalties, and a little Wallowing in Pessimism

Martin, how far out of the money do you go on the call options? Do you go for more contracts at cheaper, farther out of the money strikes, or fewer options with strikes closer to the current market price of the underlying stock? Just curious about your s[...]

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On De-teasing: Nomi Prins and her "#1 Stock for America's Great Distortion"

We bought a new EV last year in mid-November (Hurrah: cashed out some investments and spared those funds from the recent equity slide). The EV is great for running around town, truly fun to drive, and the interior is roomier than it looks from the exteri[...]

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On De-teased Barshay's "#1 Stock to Own over the Next Three Years"

Going to ask the boss to try out the web sites and tell me what she thinks of REAL, POSH and several competitors.[...]

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On Friday File: Is this the Tom Hanks moment for inflation or recession?

ATX, it is much the same in the Washington DC area. Real estate all over town and in the suburbs is nuts and has been so for a few years. My wife and I sometimes talk about selling our house and cashing in on the enormous increase in equity we have accr[...]

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On Friday File: Culling at the Bottom of the Portfolio

Hmmm... it doesn't quite scan, does it. And yet, you knew exactly what I intended.[...]

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On Friday File: Culling at the Bottom of the Portfolio

Dear Natorious, just because someone shows you his hat you are under no obligation to try it on. Then complaining about how his hat looks on you is yet farther beyond reasonable.[...]

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On Thinkolator Reveal of “G.C.T.”: Lango's "Next Microsoft" in the form of "a Tiny Synthetic Biology Stock"

Thank you, Travis. I like your thinking - I went for the 7's at 80 cents.[...]

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On March 2022 Bulletins -- Brief, but Relevant

Thanks for the heads-up![...]

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On March 2022 Bulletins -- Brief, but Relevant

Thank you, Michael. Good stuff in general and more specifically for me the VITAL study findings and the ease of applying the findings there for ordinary folks.[...]

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On Microblog: Dylan Jovine scary teaser about China invading Taiwan by November 30th and how we can save ourselves by buying his service

The uninformed predictions on when the PRC will invade Taiwan are so . . . predictable. They reliably sprout with every event of seeming geopolitical significance no matter how irrelevant or open to misunderstanding that event might be. As much as it[...]

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On Vaccines – Past, Present, and Future

No, I did read your entire post. I have also looked at the data. You have misunderstood the data or others have republished the data in a misleading manner. I can explain the math to you but I cannot comprehend it for you. There is no doubt at all [...]

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On Friday File: The Curtain Comes Down

I realize that it's pointless to argue with someone whose attachment to reality is tenuous. But for others less inclined to digest Russian propaganda without chewing first, the facts are indeed black and white. - Ukraine's independence was not a matter[...]

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On Vaccines – Past, Present, and Future

The CDC has not delayed acceptance of Hydroxychloroquine and Ivermectin. The CDC has rejected these. Chloroquine and Ivermectin are simply not effective in tolerable doses. Much of the literature relied on by those who advocate for Chloroquine and Ive[...]

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On Vaccines – Past, Present, and Future

There is no such thing as VAIDS. Total bologna. Brought to you by the same folks who willfully misinterpret other numbers and studies, for example to advocate Ivermectin for anyone other than those vulnerable to certain parasites. The UK numbers, and[...]

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On Friday File: The Curtain Comes Down

Of course, the media often gets it wrong. But it's not a conspiracy; it's more like kids all running after the ball instead of playing their positions on the field. In the case of Ukraine the media first focused on Russian advantages and assumed that Ukr[...]

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On Vaccines – Past, Present, and Future

Perhaps "Doc" Gumshoe will have another view, but I'm guessing that he didn't include Terrain Theory in his article about medical history for the same reason he wouldn't mention Velikovsky in an article about astrophysics. Perhaps these will be highlighte[...]

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On Vaccines – Past, Present, and Future

It is precisely because germ theory is true and came to be understood that we managed to get a handle on many communicative diseases. That and immunization. The statistics for rates of infection from dread diseases and for their mortality do in fact tr[...]

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On Vaccines – Past, Present, and Future

Hi "Doc," thanks for the excellent article. I appreciate your inviting us to avoid the debate about present immunization. I'm still a little confused about the differences among methodologies for producing third gen vaccines but that's not what I wanted [...]

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