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Weekly TGIF

Weekly TGIF

Trade Tensions & Tweets

The Trade War was the undisputed theme on Wall Street and five days after the Sunday morning tweet, the threatened tariff hikes came to be. Despite being caught completely off-guard last weekend, China sent their…
May 10, 2019
Weekly TGIF

Beyond Normal

We titled our Spring Newsletter: The Check Engine Light is On. The S&P has had its best start of the year in decades. The Stock Market in 2019 is a mirror image to how it…
May 3, 2019
Weekly TGIF

The New World Order

I attended a session with the Panetta Institute this week. The title was: “The Role of Nationalism, Globalism & Patriotism.” It was a fascinating topic with a stellar panel: Leon Panetta - CIA Director, White…
April 18, 2019
Weekly TGIF

Disney Answers the Digital Age

Competition is as American as Baseball and Apple Pie. It brings out the best and worst in people. Rivalries make competition great. Rivalries are born from competition. We naturally think of Coke and Pepsi. The…
April 12, 2019
Weekly TGIF

IPO Fever

IPO fever pitch has set in again. Ride-sharing start-up, Lyft, priced shares at $72 last night, which was the high end of its range, setting its valuation at over $24 Billion. The stock exploded higher…
March 29, 2019
Weekly TGIF

The Rally Got Mugged

“The Rally Got Mugged” That was the title of an article I saw this morning. It was an attention getter. The Market always has our attention. This was one of those weeks we will be…
March 22, 2019
Weekly TGIF

The World Wide Web

The World Wide Web was invented three decades ago this week. On March 12, 1989, a revolutionary proposal was submitted by a British computer scientist named Sir Tim Berners-Lee to the European Organization for Nuclear…
March 15, 2019
Weekly TGIF

10 Years and 10 Weeks

The explosive rally to start 2019 has reached stall speed in March. 2800 S&P has proved to be formidable resistance. That level equates to approximately 26K on the DOW. Money has been flowing back into…
March 8, 2019
Weekly TGIF

Commerce: Stores, Apps & Avocados

Business models change. Innovation plays a huge role. Pricing impacts. It drives behavior and consumption. It spurs creativity and investment. Things move so much faster these days. It’s not going to stop. Competition drives success.…
March 1, 2019