We were in San Francisco Sunday escaping the heat parching most of the country. Cool heads are better than hot heads, we thought. It was nice to need a sweater. Speaking of needing things, there’s a flaw in consensus estimates.…
View pageThe Boii are back in town! I refer not to the 1976 rock hit by the Irishmen of Thin Lizzy, but to the central European tribe that gave Bohemia its name. We just finished getting tribal in the Czech Republic…
View pageWhat does the word “actionable” mean to you? It’s a decent name for a rock band, yes. But it means “what stuff can you do with this?” Traders want actionable data – something to drive opportunity for profit. Investor-relations professionals…
View pageWe were in Lake Jackson, TX, last week for Karen’s HS reunion. South Texas is a sweat lodge this time of year, but the Saint Augustine grass lies lush and luminescent under the sycamores and live oaks. And we saw…
View pageSorry to keep you waiting two extra days this week! We were in San Diego, where June Gloom outside contrasted with the festive mood filling the Manchester Grand Hyatt for NIRI National 2010, the annual gathering of IR professionals. Attendance…
View pageIn Denver we get sun, rain, snow, sleet, hail. And then comes the next day. Today, a clear, bright and breezy 75 degrees Fahrenheit, photographers out snapping chamber of commerce pictures, the power goes out. It’s put us behind schedule.…
View pageLoveland Ski Resort an hour up I-70 from downtown Denver logged 26 inches of snow in the past five days. We’ve had to cover patio plants the past two nights as temperatures dipped to 30. It’s bright and clear. But…
View pageSorry we’re late this week! We’re in Las Vegas and the Market Structure Map wanted to stay in Vegas, apparently. Program trading jumped about 10% in the first few trading days of April, compared to March. We define program trades…
View pageProgram-trading is central to equity market health.
View pageMother Nature and Denver last week were like a samba episode of Dancing with the Stars, twirling furiously. In fact, snow torpedoed my trip to Boston, but only after an hour floundering through a foot of slush to the airport…
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