Market Structure Insights
July 3, 2013
Bonjour! Ca va? We’re back from touring Provence aboard cycling saddles, weighing heavier on the pedals after warmly embracing regional food and drink. Lavender air, stone-walled villages perched over vineyards, crisp mornings and warm days, endless twilight, chilled Viogniers from small-lot Luberon wineries. If these...
June 19, 2013
We’re in Paris. After last week’s pelting Hollywood, FL schedule at NIRI National 2013, we’re sight-seeing along the Seine and then wheels-down southward through Provence on bikes. Tell you about it in two weeks. Back to NIRI. The Westin Diplomat taunts with beckoning views of...
June 12, 2013
EDITORIAL NOTE: This edition of the Market Structure Map ran nearly a year ago, on May 30, 2012, right ahead of the NIRI National Conference, the IR profession’s annual gathering. We’re at NIRI again now, in sultry south Florida with our professional compatriots conferencing at the Westin Diplomat...
June 5, 2013
Dollar General (NYSE:DG) dropped 9% yesterday, offering a lesson to investor-relations professionals. Before that, a plug: At NIRI National next week I’m paneling with the CEO of short-seller Tesseract Management and the head of securities-lending for Franklin Templeton on short-selling strategy and practices. Longtime NIRI...
May 29, 2013
“If something cannot go on forever, it will stop.” This witty dictum by Herb Stein, father of Ben Stein (yes, from Ferris Bueller’s Day Off, The Wonder Years, Win Ben Stein’s Money and TV in general), is called Stein’s Law. It elucidates why stocks and...
May 22, 2013
If you won the lottery, what would you do? What about the IR lottery? If you could have anything you wanted, know any detail, command any price, possess every tool, what would you most wish for in the IR chair? It’s a darned good corporate...