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Reading Time: 2 minutesYesterday on Kimberly Clark’s (KMB) 4Q22 earnings conference call, CEO Mike Hsu offered to take Barclay’s analyst Lauren Lieberman to KMB’s “war room on poop superiority”. Lieberman replied that it was on her 2023 agenda. Apparently this is an expensive…
The Free Market Clapper
Reading Time: 1 minuteThis is great: The Free Market Clapper. 100% true as well.
Chorus Growing For Second Stimulus
Reading Time: 2 minutesBut they should also be prepared to add to the stimulus now that it’s clear that the first round wasn’t big enough. ….. He needs to remind the country that he’s trying to steer the country through a severe economic…
Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings
Reading Time: 9 minutesNote: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
The Master Liquidity Enhancement Conduit (MLEC): A Play In One Scene
Reading Time: 2 minutesScene: Meeting between an unnamed money market manager and The MLEC (”The Entity”). Treasury Secretary Paulson is present. MLEC: Would you like to buy some of our asset backed commerical paper? Manager: Yes. But we’re fully invested right now. Maybe…
Bernanke Action Figure
Reading Time: 1 minuteBeing The Shiznit means you get your own action figure (Picture).
