Topic Archives: Broadcom (AVGO)

There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]

The ad we’re looking at today starts out with all sorts of braggadocio about how Jeff Brown at Bonner & Partners is “arrogant” or “pompous” and “egocentric” and “in your face,” and in general just not a very nice guy… the headline is “America’s Most Arrogant Investor.” That’s all malarkey — I don’t care whether […]

This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]

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