The Beef

Cloudy Vision

“You may have had your heart broken before… but you’ve never had it broken like Masa Son’s after Adam Neumann was done with him.” – Jeff, on SoftBank’s earnings woes  Read The Beef Online – Click HereHey there carnivores, Stocks were mixed today as investors struggle to figure out WTF is going on with this “phase 1” trade deal. Today we’re diving deep on SoftBank’s admission that it f*c…

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Jeff BishopJeff Bishop ·

Private eyes

“I love the smell of leveraged buyouts in the AM.”- Jeff, on Walgreen Boots Alliance’s potential leveraged buyout Read The Beef Online – Click HereHey there carnivores, Stocks were mixed today as investors took a breather after absolutely ripping yesterday.Today we’ll deep dive into a potential Walgreens Boots Alliance leveraged buyout.  Keep raging,Jeff & JasonPrivate eyesWalgreens Boots Al…

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Jeff BishopJeff Bishop ·

We must clean up this house

“Kevin Plank is the father figure I imagine when I hear a frat bro say ‘do you know who my father is?”- Jeff, on Under Armour’s outgoing CEO Read The Beef Online – Click HereHey there carnivores, Another good day for markets. How long can we ride this trade deal sentiment?Today we’ll deep dive into Under Armour’s faux pas. Keep raging,Jeff & JasonWe must clean up this house“I will do literal…

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Jeff BishopJeff Bishop ·

King’s ransom

“It’s all fun and games until someone gets chopped up.”- Jeff, on the Aramco IPO Read The Beef Online – Click HereHey there carnivores, Markets rose on news that a Phase 1 trade deal is pretty, pretty, pretty close.Today we’ll deep dive into the largest IPO ever. Keep raging,Jeff & JasonKing’s ransomAfter at least one politically motivated murder and a number of setbacks (4 years worth, to b…

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Jason BondJason Bond ·

Up and out

“Nobody deserves to be double-teamed by D.E. Shaw and Paul Singer.”- Jeff, who feel for Marathon Petroleum Read The Beef Online – Click HereHey there carnivores, Markets fell yesterday following some hesitation on China’s part regarding the Phase 1 trade deal. Shocker.Today we’ll deep dive into what’s happening at Marathon Petroleum. Keep raging,Jeff & JasonUp and outGary Heminger is headed …

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Jason BondJason Bond ·

Cute without the ‘E’

“No mas.”- Jeff, reacting to the Fed’s rate cut Read The Beef Online – Click HereHey there carnivores, Markets were mostly green today following the Fed’s announcement.Today we’ll dive into the Fed’s decision and what it means for you. Keep raging,Jeff & JasonCute without the ‘e’Jerry Interest Rates and his band of economic policymakers did what they did best: ease monetary policy. This mark…

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Jason BondJason Bond ·

Major Dennis to ground control

“It was like watching a plane crash in slow motion.”- Jeff, on Boeing CEO Dennis Muilenburg testifying to the Senate Read The Beef Online – Click HereHey there carnivores, Markets were mostly unmoved on Tuesday as they await the Fed’s decision today.Today we’re diving deep on Boeing’s big day on Capitol Hill. Keep raging,Jeff & JasonMajor Dennis to ground controlYesterday marked the one year…

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Jason BondJason Bond ·

Above and Beyond

“What short squeeze?”- Jeff, on BYND’s stock Read The Beef Online – Click HereHey there carnivores, Markets rose on Monday as investors’ heads are filled with visions of continued earnings beats, a partial trade war deal and a Fed rate cut on Wednesday.Today we’re diving deep on Alphabet and Beyond Meat. Keep raging,Jeff & JasonAbove and BeyondIn a day that saw the S&P 500 hit record highs, …

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Jason BondJason Bond ·

Bad Friday

“You let a guy who drinks poop water overtake you as the world’s richest person. You’re better than that, Jeff.”- Jeff, on Gates briefly passing Bezos as the richest person in the world Read The Beef Online – Click HereHey there carnivores, Markets were up on Friday… because, why else? Trade war hopes!Today we’re diving deep on Jeff Bezos’ no good Friday. Keep raging,Jeff & JasonBad Friday  …

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Jason BondJason Bond ·

Raindrop, earnings drop

“If I’m Bezos I definitely drop a press release reminding the haters I am still the richest dude in the world.”- Jason, who is better at trading than PR Read The Beef Online – Click HereHey there carnivores, Markets were mixed today as investors couldn’t figure out what to make of earnings reports.Today we’re diving deep on Amazon’s 2-star Q3. Keep raging,Jeff & JasonRaindrop, earnings drop  We…

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Jeff BishopJeff Bishop ·

Suck it, short-sellers

“Not even a meme ahead of earnings? Elon is getting soft.”- Jeff, bitter than Elon is on his best behavior Read The Beef Online – Click HereHey there carnivores, Markets rose slightly during another busy day of earnings. Today we’re diving deep on TSLA’s HUGE day. Keep raging,Jeff & JasonSuck it, short-sellers  Tesla released its Q3 earnings yesterday… and this time through a traditional earnin…

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Jeff BishopJeff Bishop ·

Wait, what?

  “Get off my lawn!” – Jason, yelling at all of the kids who are about to buy the dip…

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Jeff BishopJeff Bishop ·

Prodigal Son

“Not all heroes wear capes.”- Jason, regarding Masayoshi Son’s bailout of WeWork Read The Beef Online – Click HereHey there carnivores, Markets rose on Monday on sky-high expectations about this week’s slate of earnings.Today we’re discussing the WeWork bailout. Keep raging,Jeff & JasonProdigal Son  “Who’s your daddy?” – Masayoshi Son to Adam NeumannMasayoshi Son and SoftBank are bailing out We…

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Jeff BishopJeff Bishop ·

All the stops

“Getting out of the EU is more difficult than getting out of a timeshare contract.”- Jason Read The Beef Online – Click HereHey there carnivores, Markets fell on Friday as comments from Richard Clarida, regarding the Fed’s monetary policy, spooked investors.Today we’re talking Brexit’s big weekend. Keep raging,Jeff & JasonAll the stops  In the first Saturday meeting since 1982, UK lawmakers met…

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Jason BondJason Bond ·

Maybrexit

“Boris Johnson looks like the uncle that asks his nieces and nephews to pull his finger”- Jason, judging mercilessly Read The Beef Online – Click HereHey there carnivores, Markets rose yesterday on optimism surrounding a possible Brexit deal.Today we’ll deep dive on that potential “deal.” Keep raging,Jeff & JasonMaybrexit  Finally, after three years of Brexit headlines, the EU and the UK have c…

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Jeff BishopJeff Bishop ·

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