Stocks tumble on fears of trade war, rate hikes
Kari was featured on CNBC’s Closing Bell segment Friday afternoon on which she discussed the stock market winners and losers of the week. Watch the video on CNBC.com
[VIEW FULL POST]Category: General
Getting a handle on a scandal
The recent Facebook “crisis” over user data is just the latest chapter in the long history of corporate crises. In this article, The Economist analyzes the impact of such crises on long-term shareholder value. Read the full article in The Economist
[VIEW FULL POST]Which firms profit most from America’s health-care system
Healthcare has been a great sector in which to invest for many years now. But as The Economist lays out in this article, there are factors in place that may change the source of those high returns, especially for some participants in the industry. Read the full article in The Economist
[VIEW FULL POST]Even index funds can’t take the human emotion out of investing decisions
Index funds are risky for a variety of reasons. Left to their own devices, investors in passive vehicles tend to underperform the market given their penchant to enter and exit equities at exactly the wrong time. Read Kari’s full article on CNBC.com
[VIEW FULL POST]NYT: Facebook’s Role in Data Misuse Sets Off Storms on Two Continents
Kudos to Maura Healey, whom I know and respect, for investigating how Facebook sold/offered/handed over or otherwise were convinced to share member data with a “company” or “researcher” with unclear and unexplained motives. Read the full article in The New York Times
[VIEW FULL POST]The Economist: Active fund managers hold fewer and fewer stocks
Active managers are holding fewer stocks and therefore, in a sense, becoming more active. The bigger bets on individual stocks should increase the dispersion of active manager performance. Read the full article in The Economist
[VIEW FULL POST]After Nine Years, How Long Can This Bull Live?
Excellent review of the struggle investors have between growth and high interest rates that curb earnings. Read the full article in The Wall Street Journal
[VIEW FULL POST]The Economist: Steven Pinker’s case for optimism
Steven Pinker’s latest book, “Enlightenment Now: The Case for Reason, Science, Humanism and Progress,” posits that the prevalence (and allure) of negative news undermines the amazing progress humanity is making. Nowhere is this more true than the public markets, where the most recent bout of volatility focused the minds of investors (and clients alike) more…
[VIEW FULL POST]HBR: WORK AFTER #METOO, YOUR QUESTIONS ANSWERED
I offer my thoughts on the #metoo movement from the perspective of a small business owner. In light of the fact that many small businesses operate without an official HR department, issues may arise without proactively leadership. Read the full article in The Harvard Business Review
[VIEW FULL POST]WSJ: New Worry for CEOs: Rising Costs From Metals to Meat
We are finally seeing articles about how higher costs for labor, commodities, and raw materials are affecting companies. It’s likely that earnings expectations were just too rosy and the market has adjusted to a more realistic outlook on profit margins. Read the full article in The Wall Street Journal
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