Market Structure Insights

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August 17, 2022

Never underestimate the big importance of small things.   It’s a line from a book called The Midnight Library that we listened to while driving from Steamboat Springs to Austin this week.  The character in the book who uses it in turn got it from...

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August 10, 2022

What a week back from Switzerland. We lost historian David McCullough and singer Olivia Newton-John. Meme stocks went berserk anew. And speaking of berserk, after juicing Demand till inflation surpassed 9%, the Senate ratified a giant Supply-side bill that’ll ramp the cost and production of...

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August 3, 2022

We’re back after a month-long absence!  And it’s not the same as it was.  That’s a line from Harry Styles’ new hit. Wistful tune.  He said he wrote it about the way the world won’t be the same, after the Pandemic. Seems to me it’s...

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July 20, 2022

It’s good to get yourself a long way away from things. You might find you’ve been missing the forest for the trees.  So we’re in Europe, halfway through our longest junket away from Clyde the Cavalier (great name for a medieval court jester but he’s...

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June 29, 2022

We’re about to decamp for Switzerland for the month of July.  It’s an example of time and experience changing what we do.  We’re blessed to have the freedom and means to do it.  But that’s not the point. The Pandemic and observation – seeing our...

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June 22, 2022

Skip meals, give up beer, burn calories.  That combination lowers my weight.  The essentials.  In fact, depending on the amount of meal-skipping and skipping-rope (well, riding bikes), I drop pounds in days. What’s the equivalent for creating shareholder-value, public companies?  We ought to know if...

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