While the economy may have improved since the Great Recession, there appears to be an increase in uncertainty. A sea change of sorts has been overtaking the American Dream if you will. Once upon a time, it was merely a high school education that one needed to secure their spot within the middle class of America. From there the road … Read More
Pictures Help to Tell the True Economic & Investment Story
Sometimes a picture can tell a thousand stories. However, I hope to use far fewer words and utilize only three pictures (graphs actually) in which to explain the story behind the price declines within the U.S. equity markets. Let’s begin with the two graphs below which from my viewpoint tells of the correlation between the drop in equity prices over … Read More
Amazon Products Valuation: It is an Amazon World and we are Just Living in it
Below is one of the latest instalments of L2’s weekly Winners and Losers. While I continue to not be a fan of Amazon’s valuation, I continue to be a big fan of Amazon and its products.
Disconnect Between Main Street and Wall Street
It seems like the only time the financial media begins to talk about disconnects between Main Street and Wall Street is when Wall Street stock prices begin to take a tumble as they have thus far in 2016. This typically results in discussions about a potential recession. However, media coverage is usually quite light when stock prices are rising even … Read More
A Graphical History of Disney films and the Company Walt Created
As Star Wars: “The Force Awakens” hits a $1,000,000,000 in global movie sales, The Economist has put together a graphical history of Disney films and the company Walt created. Hat tip to Barry Ritholtz at The Big Picture
Who Knows What OmniChannel Means?
Have you ever seen or heard of the Merriam-Webster word of the year? In passing, I have seen this on occasional years but if I had to pick a word that I saw most often in my research that became somewhat valuable in trying to understand companies, that word would be…..OmniChannel. So what does OmniChannel mean and where is it used … Read More
Why Retail Stores are the New Black
For those of you who have not had a chance to check out Barry Ritholtz’s Masters in Business series over at Bloomberg, I can assure you that you will not be disappointed. Barry has been at this for over a year now interviewing some of the top people in business (not only in finance), academia, and a few in the … Read More
The Shrinkage Effect in the Stock Market
I came across two articles recently The Shrinkage Effect in the Stock Market and The bull market is all about the shrinking supply of stocks with the same point but coming at it from two different angles. There has been a significant increase in the repurchase of shares by companies There are fewer stocks to choose from in the U.S. equity markets … Read More
Robot Maker Fanuc Bets on Artificial Intelligence
How about robots that can repair themselves? According to this WSJ article, the future may not be too far away. Fanuc, a Japanese company and maker of robots has purchased a 6% stake in Preferred Networks, a start-up focused on artificial intelligence. I have owned Fanuc in the past although we do not currently own any shares. Personally, I had first-hand … Read More
How The Economic Machine Works by Ray Dalio
Anyone interested in a introductory lesson on how the economy works this 30 minute below by Ray Dalio is a great educational tool. Ray Dalio is the legendary investor and founder of investment firm Bridgewater Associates.
