Latest Insights on FLEX
Will Netflix Bow to Baby Yoda?
December 11, 2019 Great Stuff
All We Are Saying Ev’rybody’s talking ’bout revolution, evolution, regulation, meditations, United Nations… But all the Federal Reserve is saying is give quantitative easing (QE) a chance. Actually, the Fed isn’t saying that … directly, anyway. (Sorry for the poor lead-in, John.) Today, Federal Reserve Chairman Jerome Powell held U.S. interest rates steady and promised […] WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […] The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […] The Fed’s Biggest Nightmare; Retail Gets Real; WeGiveUp
October 1, 2019 Great Stuff
Is the U.S. Economy Going Stag? I saw an ugly word pop up over the weekend. No, not that word … or that word, either. Seriously, you kiss your mother with that mouth? The word was “stagflation,” and it’s the word that the U.S. Federal Reserve fears most of all. Now, stagflation is traditionally defined […] Roku Investors out of Touch; Microsoft’s Handing out Cash
September 19, 2019 Great Stuff
Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]