Market Structure Insights
May 30, 2012
“So we should target value investors next week.” Those eight words say much about IR today. I heard them on a weekly web meeting with a Nasdaq-traded company whose name most everybody knows. The point isn’t who said it. The idea applies to all of...
May 23, 2012
What’s green and brown, and rolls? The terrain south of Santa Fe where we rode 103 miles on bikes Sunday, averaging 15.6 mph through 4,500 feet of climbing and insistent New Mexico winds. Icing: We saw the eclipse, glimpsed through a combination of my Droid...
May 16, 2012
Karen and I will join the ghost of Billy the Kid and about 3,000 cyclists in New Mexico next weekend for the Santa Fe Century. Weather looks good, winds below gale force. Should be fun! Speaking of gales, JP Morgan blew one through markets. So...
May 9, 2012
Congratulations, IR profession! It’s happened. One of our ranks stepped up to the stock-exchange rule-filing plate, planted, and cracked that fastball out of the park. Thank you, Katie Keita, for commenting on the Nasdaq’s proposal for ETF sponsors to pay market-makers. I hope it’s a...
May 2, 2012
The One Percent is a catchy phrase. But statistics highlight the 11.1%. It’s earnings season. Fifty-seven percent of our clients have reported, our data show. In the past five days across the Nasdaq segment, rational investment activity – which means what you think it means...
April 25, 2012
There are old guys around a table watching video. No. They’re not IR professionals. But stay with me for two minutes. One says, “He’s got a good swing.” “He’s got the build of a hitter,” adds another. “Been playing ball his whole life,” a third...