Latest Insights on ACB
When Rates Rise, It’s Time to Bounce on Banks
June 11, 2019 Great Stuff
In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]I Find Your Lack of Investment Disturbing
May 15, 2019 Great Stuff
The more The Walt Disney Co. (NYSE: DIS) tightens its grip, the less online media is able to slip between its fingers. The Mouse’s House has finally assumed control of online streaming platform Hulu … paying former owner Comcast Corp. (Nasdaq: CMCSA) a measly $5.8 billion. Hulu is the final piece in Disney’s master plan […]
March 7, 2019 Investment Opportunities, Real Estate, Winning Investor Daily
I met with a group of well-connected folks in the world of commercial real estate. It was fitting to be talking about building while surrounded by some of the most beautiful real estate I’ve ever seen.
November 5, 2018 Technology
As Apple’s relative brand premium declines, so does its pricing power. Eventually, that must hit its bottom line. Perhaps it already has.