Not though the soldier knew someone had blundered. Alfred Tennyson’s 1854 poem, “The Charge of the Light Brigade,” offers lines more recognized than this one above including “into the valley of death rode the six hundred,” and “theirs not to…
View pageMayday! That’s the word quarterback Peyton Manning should’ve used Sunday, instead of Omaha! But we congratulate Coach Pete Carroll, a gentleman, and his bruisers from the Puget Sound. Speaking of bruising, earnings season and macro factors collided like particles in…
View pageOmaha! Rather than Nebraska, we’re in Steamboat Springs enjoying spectacular slopes before this weekend’s big game between our Broncos and the Seahawks. Denver quarterback Peyton Manning uses the word “Omaha” to change plays or alert his team to shifting defensive…
View pageHappy New Year! Hope you spent the two-week break from these pages joyfully. We’ve descended this week from the high Denver backbone of the continent to visit west in Santa Monica and sponsor NIRI’s Fundamentals of IR program. Following our…
View pageToday a new era begins. One day in May 1792, 24 brokers gathered beneath a buttonwood tree in lower New York City and agreed to confederate in conducting their stock-in-trade. Thus began the New York Stock Exchange. Today, the NYSE…
View pageWe were in Kansas again. We set a personal record, visiting the state twice last week. Even Wichita is nice this time of year, as this photo shows Saturday from our downtown Hyatt Regency room on the Arkansas River –…
View pageWe were in King Soopers and they were out of lemons. For those of you elsewhere in the country and world, King Soopers is a Kroger-run grocery chain and I’m sure you’re thinking as I did when I first saw…
View pageWe saw Gravity last weekend and like so many others I immediately thought of the equity market. Karen hates how movie trailers today tell the whole story (guess it saves one having to see films), so I’ll offer but a…
View page“When I talk about this stuff with clients, they’re only half-listening until this phrase appears.” Thus spake my learned friend Jim MacGregor, at Abernathy MacGregor in New York City, whose views I hold in high esteem. “What stuff? What phrase?”…
View pageYou can see what investors are doing. When indexes are rebalancing, NASCAR ensues. No, not a bunch of noise and southern accents. A race. On Sep 17 with kickoff of the Federal Reserve’s meeting last week, the top price-setting authority…
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