Market Structure Insights
June 20, 2018
I hope you enjoyed summer vacation from the Market Structure Map! We skipped last week while immersed in NIRI National, the investor-relations profession’s annual bash, this year at the Wynn in Las Vegas, where at the ModernIR booth these passersby in feathers joined us for...
June 6, 2018
What do these pension funds below have in common? All (over $1.3 trillion of assets), according to Pensions & Investments, periodical for retirement plans, endorse the SEC’s Fee Pilot program on stock-trading in US equities. The California State Teachers’ Retirement System The California Public Employees...
May 30, 2018
We’re back! We recommend Barbados but we didn’t see Rihanna. We also endorse floating around the Grenadines on a big catamaran turning brown and losing track of time. We had rum off the shore of Petit Tabac where Elizabeth set Captain Jack Sparrow’s rum store...
May 23, 2018
EDITORIAL NOTE: We are on a big catamaran with Painkillers in hand watching the sun dissolve into an aqua Grenadine sea. So while we all float on, here’s Part Two of our return to the past to learn today’s lessons. The piece below originally ran...
May 16, 2018
Editorial note: We looked at market Sentiment topping into this week’s options expirations cycle and said to ourselves, “Selves, we should be cheeseburgers in paradise instead of hanging around here waiting for the market to fall!” So we are somewhere on Barbados, not searching for...
May 9, 2018
The smash HBO series Westworld is a lot like the stock market: It has the appearance of reality but is populated by machines (which are trying to take over in both places). What the market lacks in gratuitous nudity it more than compensates for with...