The Market Structure Map
July 7, 2010
Prior to the 4th of July you might have heard us jeer, “That’s about as exciting as Iowa.” Passing through last weekend, we had to concede that Iowa was in fact a place of surpassing and bucolic beauty, with its rolling corn-planted hills and manicured...
June 29, 2010
Oscar Wilde said that illusion is the first of all pleasures. Of course he also wrote that anyone who lives within his means suffers from a lack of imagination. Buttressed on either side with those brackets about illusion and means, let’s look today at what’s...
June 22, 2010
“The CFO wants to know why our stock is down when it should be up.” That’s the essence of conversations I had yesterday with two investor-relations officers. It’s tempting to suggest asking Al Gore about why things that should be up are instead down. But...
June 15, 2010
We were on the bikes at dawn in Denver where on the oval at Washington Park it was 45 degrees as the sun rose. That’ll wake you up! Speaking of waking up, did you read Sebastian Mallaby’s article in the weekend Wall Street Journal called...
June 10, 2010
Sorry to keep you waiting two extra days this week! We were in San Diego, where June Gloom outside contrasted with the festive mood filling the Manchester Grand Hyatt for NIRI National 2010, the annual gathering of IR professionals. Attendance jumped from last year. A...
June 1, 2010
REMINDERS: We’ll be bivouacked for NIRI National in booth 321 on the exhibit floor at the Manchester Grand Hyatt in San Diego next week. Stop by! Also, clients, come see us for Happy Hour on Sunday at Busters Beach House. We’ll kick things off. Speaking...