Managing across the Corporate Life Cycle: CEOs and Stock Prices!
One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the…
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US Stocks kept winning in 2021, but…
Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption…
It is Moneyball Time!
Happy New Year, and I hope that 2022 brings you good tidings! To start the year, I returned to a…
Back in the Classroom: Time to Teach!
At the start of every semester for as long as I can remember, I have invited people to sit in…
Inflation and its Ripple Effects!
Inflation numbers have been coming in high now, for more than a year, but for much of the early part…
Data Update 4 for 2022: Risk = Danger + Opportunity!
In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away…
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for…
Data Update 5 for 2022: The Bottom Line!
The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.…
Russia in Ukraine: Let Loose the Dogs of War!
As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and…
ESG’s Russia Test: Trial by Fire or Crash and Burn?
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that…