Software Eats Market Cap Too

Bad news: Google missed on revenues after the close today, sending the stock down 7% after hours. Good news: if you are overweight the S&P Technology sector, this actually means …

PayPal Takes An Uber, But To Where?

To understand the difference between traditional business models and newer tech-enabled disruptive paradigms, consider the following basic valuation and DuPont model analysis of two financial companies whose products you likely …

Story Time Thursday: Golf Edition

With the beginning of golf season finally here, we’ll tee off today’s Story Time Thursday with a question for readers who play the sport: do you get more nervous about …

Hey Google, How’s Inflation?

With all the attention on US inflation at the moment, we got to wondering if this is just a Wall Street fixation or if there is more to it. Using Google …

Baby You Can Drive My Car

The three-day weekend gave us a chance to attend the New York International Auto Show. If interest in personal transportation is on the wane, an ever-popular theme in newsrooms, then someone …

The Fed’s Long, Strange Trip

At DataTrek we love a good time series analysis, so let’s look at Fed Funds over the last 60 years and consider what a long, strange trip it’s been: March …