Private Equity’s Secret Sauce May Surprise You
In recent years pension funds have paid more and more in fees to private equity funds, but it turns out that the returns generated...
The Fourth Industrial Revolution?
Klaus Schwab, founder of the World Economic Forum, is calling the future economy, "powered by the mobile internet, automation and artificial intelligence," the fourth...
Cryptocosm and Life After Google Part II
What we learned in Part I is there will be Life After Google as explained in futurist George Gilder’s book by the same name....
Did Apple Raise Prices too Much?
Lumentum, an Apple supplier, told investors it is cutting its outlook for the second quarter, possibly signalling that Apple's business is taking a hit....
Here’s How You Should Approach Investing in China
The China Household Finance Survey run by Gan Li at Chengdu’s Southwestern University of Finance and Economics, recently found that one fifth–that’s 20%–of Chinese...
The Problem with Tech Stocks Today
Writing at Bloomberg, Michael Regan explains that the problems with tech stocks today "can’t be erased by a strong quarter or two." He continues:
One...
McDonald’s: “One of the Most Russian Companies There Is”
In a world in which sanctions and tariffs are becoming regular responses to disagreements between countries, multi-nationals like McDonald's have to toe a fine...
Is Computerized Groupthink Endangering Markets?
Markets have become more volatile in 2018 than they have been for some time. I hope you'll reread this post I wrote on September...
Are You as Comfortable with Your Stocks as You Are Your Home?
The DJIA was up 545 points the day after midterms. The takeaway is that you should be comfortable with your portfolio on good days...
Amazon Doesn’t Scare FedEx
With Amazon creating its own network of delivery services around the country, you may think FedEx CEO Fred Smith would be worried, but according...