Sometimes the Disrupted Fight Back
By admin_45 in Blog

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 debt for a company that can’t make enough cars. As far as problems go, these are pretty...

SPOT the Different IPO
By admin_45 in Blog

SPOT the Different IPO

Spotify’s IPO last month was the most novel public market debut since Goldman Sachs took Ford public in 1956. In the case of the Internet radio company, they listed their shares with no underwriters, no multi-week roadshow, and no broker to...

Got to Be Real (Rates)
By admin_45 in Blog

Got to Be Real (Rates)

We will confess to having a chuckle this morning when we realized that the US Federal Reserve was kicking off a 2-day meeting on May Day. Workers of the world, what should interest rates be? If only the Fed could extend their deliberations...

Gimme Shelter – US Housing Inflation
By admin_45 in Blog

Gimme Shelter – US Housing Inflation

Lost in much of the chatter about US inflation rates is one simple fact: the cost of housing is the single most important driver of changes in consumer prices. A few numbers here: Shelter (the catchall name for the category in the Bureau of Labor...