Market Structure Insights

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September 11, 2024

On May 22, fees charged by the SEC on trading rose 248%.  It’s not widely understood that the fees from initial public offerings, follow-on and secondary offerings, proxy solicitations and corporate buybacks (under sections 6b, 13e and 14g of the Securities Acts) were directed away...

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September 4, 2024

Why does the stock market all at once lurch like a drunk and take out a row of planter boxes containing semiconductor stocks? Public companies, this is the market you depend on for capital, for a read on fair value.  You deserve to know why...

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August 28, 2024

They’ve been running the Palio in Siena officially since 1482 but the history goes further back. We were walking through the Lupa Contrada on the day of the race and I snapped a photo of a trainer walking the Wolf horse.  Well, lupa means wolf...

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July 31, 2024

What about the stock market can we believe? You can’t believe prices. At least, during the day.  If you’re a trader, how do you know if the price will move favorably?  Yet prices are the core ingredient of technical signals, and the way we value...

dreamstime m 189412296
July 24, 2024

Vice President Calvin Coolidge assumed the Presidency of the United States on the death of President Harding and completed that term and was then elected President and declined to run for a second term. That decision to run once isn’t the only reason Cool Cal...

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July 17, 2024

The Dow Industrials gained 742 points yesterday. Randomly.  The rest of the market was pedestrian.  The trouble for issuers and investors alike is the comparisons.  Why is this thing up and that thing down? There’s a luminous scene in the book Thirteen Moons by Charles...

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