FAA Approves Drones for Takeoff

Early in its life, Facebook’s mantra for its developers was “Move fast and break things”. That neatly summarizes much of the tech industry’s ethos to this day. It is both a …

What AI-Based ETFs Like Right Now

Today we turn the concept of innovative disruption to our home field of asset management and consider how technology is changing the capital allocation process. In focus: two novel approaches to …

Driving to Tehran

US equity markets barely budged on news of President Trump’s decision to withdraw from the Iran nuclear deal, and we are not surprised at this mid-afternoon yawn of a response. Investors …

What Lee Iacocca Taught Me About Disruption

The first equity deal I ever worked on involved raising $140 million for the old Chrysler Corporation. It was November 1991, and the company was hemorrhaging cash during the recession/oil shock …

Nick Colas’ Latest CNBC Video!

Check out DataTrek Co-founder Nick Colas’ latest CNBC video and Stephanie Landsman‘s writeup on bitcoin!  We’re long term fans, but the fundamentals aren’t there yet to pound the table.

3.9% Unemployment Means This For Stocks

There is a whole “This is as good as it gets” argument against US stocks at the moment. On Caterpillar’s quarterly earnings call, CFO Brad Halverson said the company’s Q1’s earnings …

Sometimes the Disrupted Fight Back

When you get right down to it, Tesla has only one real problem right now: it can’t seem to make enough cars. Well, one and half problems: it has too much …