Interesting Year
“It’s going to be an interesting year.” We wrote that phrase in the Jan 2, 2019 edition of the Market Structure Map. (By the way, we’re in Rhode Island this week visiting customers, and in Newport you’ll see the sea…
View page“It’s going to be an interesting year.” We wrote that phrase in the Jan 2, 2019 edition of the Market Structure Map. (By the way, we’re in Rhode Island this week visiting customers, and in Newport you’ll see the sea…
View pageAlbert Einstein reputedly quipped that compounding was the 8th wonder of the world. What would he think of negative interest rates? The 10-year German government bond yield is -0.61%. The Rule of 72, which nobody mentions now, says dividing 72…
View pageBula! That’s Fijian for “greetings!” You say it “boo-lah.” Fiji is among the friendliest places on the planet. Karen and I are just back from the South Pacific, as this compilation illustrates. Do you know it’s traditional in Fiji to…
View pageAny of you Denzel Washington fans? He starred in a 2010 movie loosely based on real events called Unstoppable, about a runaway freight train (I have Tom Petty’s “Runaway Train” going through my head). In a way, the market has…
View pageFor a taste of July 4 in a mountain town, featuring boy scouts serving pancakes, a camel amongst horses, sand crane dancers, and Clyde the glad hound, click here. Americana. Meanwhile back in the coal mine of the stock market,…
View pageWhile France roasts on both the heat of the US women’s soccer strikers and mother nature’s summertime glow, in Steamboat Springs Lake Catamount sits alpine serene, and it was 46 degrees Fahrenheit (about the same read in Celsius in France)…
View pageThis is what Steamboat Springs looked like June 21, the first day of summer (yes, that’s a snow plow). Before winter returned, we were hiking Emerald Mountain there and were glad the big fella who left these tracks had headed…
View pageEvery investor and public company experiences volatility – the rate of change in prices. So every investor and public company should come to the market with a baseline grasp on what others do about the rate of change in prices.…
View pageWe’re back! At the NIRI Annual Conference last week in Phoenix (where foliage defied fiery environs) we launched an ad campaign for investor-relations professionals that graced the escalator wall into the hall, and the ModernIR booth hummed. I had the…
View pageNumbers matter. But not the ones you think, public companies and investors. For instance, the best sector the past month is Utilities, up 3.5%, inversing the S&P 500’s 3.5% decline over that time (a 7% spread trade, we could say).…
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