Monthly Archives: August, 2017
Wal-Mart Closes in on Amazon Behind the Scenes
Back in April I wrote about Amazon's efforts to secure forklift technology that would require less downtime than battery powered machines. To that end,...
The Quiet Gold Rally
For all the talk of the FAANG-led stock market rally, one asset class that isn’t getting enough respect is gold.
The S&P 500 may be...
They’re Baaaack: CDOs Rise Again
Despite the role they played in spreading risk during the financial crisis, CDOs (collateralized debt obligations) are making a comeback. Christopher Whittall and Mike...
As if On Cue, Amazon Cuts Prices at Whole Foods
For months I've been outlining my Bezos Law (see here, here, here, and here), which states that any industry Amazon (and more specifically Jeff...
Where is Your Plumber Buying Parts? Increasingly Online
As with most retail, online sales of parts for plumbers, mechanics and other tradesmen is rapidly sucking up market share. Rather than heading to...