Mar 11, 2016 - For a majority of the last five years, global financial markets have been stuck in a disinflationary spiral.Investors responded by going long the U.S. Dollar, long U.S. Treasury’s, long U.S. stocks, s
Mar 11, 2016 - Discussion of the potential effects on equity, bond, commodity, capital and asset markets regarding: ECB Announcement; The 3 things the ECB Did. The 4 things the ECB Announced; Market Reactions.
Mar 10, 2016 - Technology replaces people and concentrates wealth.This process continues to accelerate, and will only accelerate further.It's no one's faultm but how do we deal with it?
Mar 10, 2016 - Well-located brick and mortar stores are still the foundation for a winning omnichannel retail strategy.This article updates my 2016 REIT picks for brick and mortar retail landlords which are not excl
Mar 10, 2016 - For the past few years HBO has been the crown jewel of the Time Warner family, but recent missteps have caused some concerns with investors.Between HBO Now’s lower than expected subscriber count, “Vin
Mar 10, 2016 - Jeff Bezos has big plans for Amazon.Things looking down for Uni-Pixel.Teva-Allergan clears the EU.
Mar 10, 2016 - The best CEOs are product people with clear visions of what is at the base of the stack.Marketers and pencil pushers can't run tech companies.Who is clued-in and who is clueless.
Mar 10, 2016 - Walmart's e-commerce business growth has been impressive when seen in a vacuum, but not so much when you look at what Amazon did when it was the same size. Walmart has the resources to push $100 billi
Mar 10, 2016 - Explosive cloud growth is encouraging.Microsoft suddenly possesses that rare combination of yield, dividend growth and capital growth potential.We are looking at initiating a position soon, preferably
Mar 09, 2016 - With upfronts quickly approaching the major networks are trying every way possible to spin their numbers and future prospects for advertisers.Networks are trying to balance an increasing lopsided mix