What Bull Market?

With the 2008 Financial Crisis ten years behind us, have Americans moved on or does that event still cast a large shadow? Despite US equities near record highs, many years of …

Marijuana: Coca-Cola’s Next Market

Some investors may remain wary of public marijuana companies since the drug is illegal federally in the US, but the ongoing slow-motion legalization of the drug at the state level …

Tech Moguls Go Full Rosebud

I have a suspicion that every Tech industry mogul has, at some point, visited Hearst Castle in San Simeon, California. William Randolph Hearst, a newspaper magnate of the early-mid 20th century, …

How Polling (Still) Gets It Wrong

Letitia James wasn’t supposed to be the Democratic Party candidate for New York State attorney general. Polling done just days before last week’s primaries gave Sean Maloney the edge. Another candidate, …

What Rolex Teaches Us About Disruption

The common narrative around innovative disruption delivers a harsh verdict regarding companies that do not adapt to the new tech-enabled business models used by upstart competition. And in most cases that …

Politics, Twitter and Disruption

Can seeing opposing political points of view in your social media feeds push you to soften your own views? That possibility is a much-discussed option of late. There is plenty of …

Take This Job and Shove It

Why has US wage growth finally gained some real steam? Friday’s reading of a 2.9% y/y increase in August was the best since June 2009, after all. The latest Job Openings …

Tech/Media Regulation: Save the Date

Consider this a combination “Save the date” card and “watch this space” notice. The topic at hand is incremental Tech and Media regulation in the United States, something that: Will have …

Blunt Talk From Elon Musk

After twice watching Elon Musk’s 2 ½ hour interview with comedian Joe Rogan, I can tell you one thing with dead certainty: he is nothing like any CEO I have …

Tech Stocks Are About To Be Less Risky

Would you buy any fund (active or passive) that had the following stock allocations: Alphabet/Google: 25.3% Facebook: 18.0% Twitter: 2.3% Total weighting in all three: 45.6% The answer would probably …