Market Structure Insights

May 26, 2021

I don’t think Harvard Business Review understands 21st century investor relations. No offense to the smart folks there.  Authors Dennis Carey, Ram Charan and Bill McNabb are world-renowned and wrote for HBR on the Changing Role of the Investor Relations Officer.  It’s excerpted from a...

May 19, 2021

Leaving South Carolina is hard. It’s captivating. We had not a bad meal from Savannah to Pawleys Beach. Perfect weather (the surprising part). But always know where your umbrella is. And thanks to Steve Hufford at Blackbaud for the tip about the Angel Oak Tree...

May 12, 2021

When I was a kid I read Ray Bradbury’s novel, Something Wicked this Way Comes, which plays on our latent fear of caricature. It takes the entertaining thing, a traveling carnival, and turns it into 1962-style horror. Not 2021-style of course. There’s decorum. It stars...

May 5, 2021

This Cinco de Mayo we’re grateful for tequila. Especially if you’re a Tech investor. Why are companies crushing earnings and revenue being pulverized by an imperious market? It’s easiest to say expectations for the future have diminished and so market capitalization will too.  That doesn’t...

April 28, 2021

It’s earnings season. Across the market, companies beat expectations and lift guidance and stocks decline.  Huh? I can offer a broad array of cases.  Take TSLA.  Massive quarter, monstrous boost to forward views.  Stock declines. And yes, I Tweeted before TSLA reported that its price...

April 21, 2021

Google chose as motto “don’t be evil.” “Beware derivatives” isn’t a bad motto either. If you’ve read the MSM long, you know we’ve beaten the drum like Boneshaker (when you hear the sound of the drum, here we come) over the risk in derivatives. Oh...

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