No, ETFs Won’t Blow Up The World

The most common structural bear case we hear has nothing to do with demographics, central banks or politics; it centers on US listed exchange traded funds. Here are the basics of …

Italian Stocks: A Disruption Case Study

Most of the attention on innovative disruption rightly focuses on the “Disruptors”. They are the ones driving change, after all. Today’s news regarding Italy reminds us of the investment ramifications of …

Crowdfunding As Leading Tech Indicator

Almost 2 years before Apple released its watch in 2015, the Pebble smartwatch was already on sale. Even more remarkable, the capital needed to design and produce the product did not …

Millennials Disrupt Management Too

Which cohort do you think makes up the largest part of the labor force? Nope, it’s not baby boomers (aged 53-71) or even Gen X (37-52), but actually millennials (21-36). Consider …

Q2 Earnings – The Haves and Have-Nots

Today we want to update a theme we’ve been developing in recent weeks: changes in Q2 2018 earnings expectations for US large cap stocks. This is important work for three reasons: …

DataTrek Tech Disruption Survey Results

Thanks to all of you who participated in last week’s DataTrek Tech Disruption survey. We know the questions covered a lot of ground, so we appreciate your powering through and giving …