Market Structure Insights
June 2, 2021
Investor relations involves risk. And that’s good. Don’t you mean investing involves risk, Tim? And why is it good? Well, yes, investing is a risky endeavor. But I mean the role of “investor relations,” the liaison to Wall Street at public companies, requires taking risk....
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...