Market Structure Insights
May 3, 2023
A debt ceiling looms. Three banks are gone now. What to do? We’re going to Greece. No sense waiting for the next banker’s shoe to drop. We’ll be back May 24 to see who’s still standing. If we find Ithaca off Cephalonia, we might stay....
April 26, 2023
Remember the Ford Pinto? (EDITORIAL NOTE: also remember to join tomorrow’s weekly live Demo and discussion for Market Structure EDGE, if spots are still available). If you were born in the 1980s or later, you probably don’t know the Pinto. But thanks to internet search...
April 19, 2023
It’s earnings season. And once again the shows on CNBC after the market closes are trying to explain in rational terms why stocks are up or down (NFLX, UAL, WAL, etc.). And investor-relations people, why the stock is up or down is a core pursuit...
April 12, 2023
You do the math. Did I tell you that story? I’ll tell it again. Karen called the Wall Street Journal subscription department. This was years ago when we were still taking physical delivery at our Denver home. She said, “You do the math! The price...
April 5, 2023
Sometimes you don’t even know what to say. And I’m not talking about politics, geopolitics, the legal system, bills of attainder, the economy, the public fisc, wars, rumors of wars, storms. Pick your thing. I mean that during the month of March, according to...
March 29, 2023
Artificial intelligence is all the rage, but you can’t rage against the machines, people. You can only message to them. That’s not quite how the ModernIR team phrased it at our webinar, Messaging to Machines, yesterday, but here’s a replay. Great job by the team,...