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Latest Insights on THO

Google is profiting by treating customers differently. This is the kind of behavior that attracts the attention of regulators. Understandably, Google is under scrutiny. Google’s Antitrust Problems Set up This Low-Risk Strategy Google is profiting by treating customers differently. This is the kind of behavior that attracts the attention of regulators. Understandably, Google is under scrutiny.
Mexico’s Sword of Damocles
by Joseph Hargett June 10, 2019 Great Stuff
The U.S. and Mexico reached an agreement on trade and immigration this weekend. So, it’s time to celebrate. Crisis averted! Or is it? The promised 5% tariff on Mexican goods hasn’t been completely eradicated. It’s just been “indefinitely suspended.” In other words, President Trump could bring it back at any moment if he decides that […]
Uncompleted Wells (DUCs) Are Waiting for Sustained Higher Oil Prices Life in the West Texas oil fields is boom and bust. Oil prices used to dictate success in the shale patch, but they mean less today. A recent cost-saving strategy left oil service companies just waiting for one thing. When it happens, it will be a fun ride for investors.
The market tells the Fed what it should be doing, not vice versa. That’s how it maintained transparency after the global financial crisis. The Fed Is Now Dovish — Why the Markets Haven’t Really Changed The market tells the Fed what it should be doing, not vice versa. That’s how it maintained transparency after the global financial crisis.
Friday Four Play: IPO Edition
by Joseph Hargett June 7, 2019 Great Stuff
Initial public offerings (IPOs) are finally cool again! Uber Technologies Inc. (NYSE: UBER) and Lyft Inc. (Nasdaq: LYFT) tried their hardest to scuttle enthusiasm in the IPO market. But Wall Street has finally shaken off those doldrums. I mean, Uber is finally trading back above its IPO price … so we’re all good, right? (Sorry, […]

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