Market Structure Insights
December 6, 2023
Demand Signal would be a great name for a rock band. I heard it from Microsoft’s president Brad Smith, who is an attorney, not an engineer. He said Microsoft’s investments in startups often benefit from Microsoft’s “demand signal.” If we’re doing it, you should be too. Microsoft...
October 27, 2023
There are 1,500 companies reporting results this week, a flood of earnings releases all seeking to differentiate a story, a company. At the same time, the Market Structure EDGE quantitative test portfolio limited to just five stocks could find only four, signaling a shift...