Latest Insights on SAP
The 3 Keys to Surviving External Market Shocks
March 30, 2021 Big Picture. Big Profits.
Victorian poet William Ernest Henley published his classic poem “Invictus” in 1888. It includes two lines oft quoted by master orators such as Winston Churchill and Nelson Mandela: I am the master of my fate; I am the captain of my soul. Without context, the words seem to suggest omnipotence. In fact, the poem is […] Tallyho! Robinhood IPO, Peet’s Jam & GME’s New Fans
March 24, 2021 Great Stuff
Robin The Hood Once upon a time, retailer investors were subject to the slings and arrows — and price gouging — of their brokerage firm princes. The feudal landscape of retail investing was dominated by transaction fees, consultation fees, management fees … fees-fi-fo-fum! (And if you’re wondering about the goldfish reference up above … here […] Railroad Riches All The Livelong Day
March 22, 2021 Great Stuff
Long Train Runnin’ Down around the corner, half a mile from here … see them tech gains run, and you watch them disappear. Without love, where would you be now? Without love — erm, industrials, where would you be now? That’s right, Great Ones: If you couldn’t hear my train a-comin’, we’re talking up railroads […] China Fires At Fintech, DOCU Drama & Ulta-mate Earnings
March 12, 2021 Great Stuff
Friday Four Play: The “Conform Or Be Cast Out” Edition Great Ones, I don’t usually rush to conclusions, but I have a distant early warning for anyone invested in Chinese stocks today. And for those holding stock in Chinese financial technology companies (fintechs), this week’s developments hit a bit closer to the heart. China is […] Inflation Of My Ire, Apple Sauced & MongoDB’s Mega Mess
March 10, 2021 Great Stuff
Fizz, Fizz, Oh What A Relief It Is? So, Great Ones … how do you spell “relief?” Bank of America apparently spells relief thusly: “S T I M U L U S.” Today, the big American bank’s research investment committee said that the $1.9 trillion in stimulus spending won’t overheat the U.S. economy. It even […]