Market Structure Insights
September 18, 2013
The word of the week was “flood.” Here in Colorado, Denver had a coup d’état by weather patterns from Portland, Oregon for a week but our streets never ran in torrents. Where the Rocky Mountain watershed empties to the flood plain from the Mesozoic Era,...
September 11, 2013
We smell autumn on the wind in Denver. Soon the backbone of the continent will transform from verdant to orange and yellow and caramel as the aspens salute departing summer. It’s a process spanning weeks, an epoch compared to equity-market timeframes nowadays. Investors want an...
September 4, 2013
“My CEO doesn’t get market structure.” I’ve heard that more than a time or two! IROs wanting executives to grasp market complexity in order to see share-behavior in an accurate and contemporary fashion run into the buzz saw of The CNBC Mindset. I’m not criticizing...
August 28, 2013
“All this is not a product of nature.” No I’m not referring to the display, as it were, by Miley Cyrus at the Video Music Awards. If the shortest distance between two points is a straight line, what do you call a stock market with...
August 21, 2013
“We’ve got 25 analysts. What new thing can we say to change investors’ minds?” So lamented the IRO of a large household name this week. If everybody knows the same thing everywhere, how can you distinguish yourself? Tone of voice? Outfit? Teeth-whitening? We live in...
August 14, 2013
“What do you see out there?” Out here in Crested Butte, CO, where the overnight temperature was 35 degrees, we see vast beauty, perhaps unparalleled on the planet. As for the other “out there,” it’s the No. 1 question we’ve gotten the past two weeks,...