Larry was a client of mine. He didn't have a lot of money. He didn't have any financial knowledge. An oft unemployed painter, he somehow came up with the idea of investing in one …
Articles
The First Credit Default Swap
If you own an asset that has the potential for loss or the potential to do damage to another’s property, you are wise, and often obligated to carry insurance on it. Life is filled …
Of course he thinks it’s impossible. North Korean missiles are being made with Russian parts.
Putin: North Korea crisis could be 'impossible' to solve http://www.wmur.com/article/putin-north-korea-crisis-could-be-impossible-to-solve/12182521 …
Corporate Words Wednesday – 8/30/17
I heard this gem earlier in the week: “We need to be hyper-collaborative rather than hyper-competitive” …
THE MARKET MAKER’S WIT – 8/29/2017
WIT - “What I Think” I think that life is short. No, actually, I know that life is short, as I’m certain that I was 17 just a few days ago. The “less young” I’ve become, the more …
Walmart and Google meet Netflix???.
Earlier in the week we had Google (GOOGL) and Walmart (WMT) getting together to begin a partnership that could rival Amazon (AMZN) , someday. Amazon, of course, closes on their …
Why the Google-Walmart Collaboration Matters
Reference: https://mobile.nytimes.com/2017/08/23/technology/google-walmart-e-commerce-partnership.amp.html https://privatewealthpa.com/2017/08/14/why-is-amazon-so-dominant/ …
Corporate Words Wednesday – 8/23/17
”Resting and Vesting” Much has been made in the last few years about employee engagement. Companies want to know if their employees are truly committed to and challenged by their …
What Now for Netflix?
There was once a nationwide chain of video rental stores that dominated the industry so completely that they couldn’t see time passing them by. They couldn’t believe that someone …
Be Careful With The Buybacks
One of the more popular conversations lately has been that of companies buying back their own common stock and whether or not that is an indicator of future prosperity. When …
Shifting Sentiment Toward Amazon?
I’ve heard many times over the past few weeks that people are getting tired of dealing with the “boxes”. The “boxes” they speak of refer, of course, to their purchases from Amazon …
Direct to Consumer Impact on Dick’s (DKS)
The middleman’s days were numbered when the first ever purchase was completed on the Internet. As competitive pressures in retail continue to erode vendor margins, the direct to …