Monthly Archives: September, 2017
This is your Cue to Start looking at Retail Stocks
Retail is a competitive business. The barriers to entry tend to be low and far too many publicly traded firms have businesses that aren't...
Ikea Buys TaskRabbit, Customers Win
I like this development for customers of Ikea. Retailers that continue to figure out how to improve the buying experience will be rewarded. Kara...
German Grocers Lead Blitzkrieg on American Soil
Aldi and Lidl, two German discount grocery businesses are invading the U.S. with competitive prices. The stores don't offer too many products, but what...
GE Can Weather this Storm: Most Companies Couldn’t
In India, GE has been building a plant to manufacture locomotives for India's railway system. The locos GE planned to make are diesel, and...
Today’s Biggest Risks
Nice piece from Stephen Roach at Project Syndicate. Little deep in the weeds on monetary policy, but worth your time.
Normalization is all about a...