Latest Insights on XRX
Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure
November 18, 2019 Great StuffChinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Robinhood’s Infinite Leverage or “Infinite Money Cheat Code”
November 6, 2019 Great StuffRobinhood’s Infinite Leverage The ancient Greek mathematician Archimedes once wrote: “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.” Now, before you get worried that I’m going to drone on about ancient Greece, this quote also applies to investing. A modern-day Archimedes focused on […]
“Old World” Stocks Face Disruptive CompetitionSome well-known companies are on track to inevitably die away. Meanwhile, investors will think they look safer and cheaper the whole way down.
First Shot Fired in the Tech Antitrust War
July 5, 2017 Global EconomyThe $2.7 billion fine against Google is the opening shot in a soon-to-erupt antitrust war that’s going to take down some of techland’s most dominant names.