The retail sales report for November underwhelms Wall Street. Comments from Lowe’s executives cause momentary panic. Jason Moser analyzes those stories, and we discuss why the CEOs of The Trade Desk, Cloudflare, and Dick’s Sporting Goods should receive strong consideration for “CEO of the Year”.
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Holiday Song - If We Make It Through December by Pistol Annies
High-Velocity Market Propels Zillow
Good News Comes in Threes
What do Google, Zoom, and Chegg have in common?
AI, Toys, Super Bowl Ads
Digital Payments, Food Delivery, and Luxury Parkas!
Amazon’s New CEO
“They’re between a rock and a hard place.”
Standard Oil 2.0, Amazon Preview
Apple’s Blowout Quarter
Big Tech, Entertainment, and Coffee
“Let’s talk about GameStop.”
6 Stocks for Unleashed Consumer Spending
Airlines, Energy, and the NFL
Netflix Eats The World
Banks, Lasers, and a Whole Lotta Qs
Delta Improves, GameStop Doubles (In One Week)
Intel Pops, VMWare Drops (For The Same Reason)
Zoom Video, Lemonade Ask For Seconds
A Fight Over…ATMs?
State of Play: U.S., China
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