Category: General

HBR: How Investors Have Reacted to the Business Roundtable Statement

When the U.S. Business Roundtable announced that it was redefining the purpose of a corporation to accommodate a broader group of stakeholders – extending beyond shareholders to include employees, customers, suppliers and communities – the stock market didn’t seem to react. I saw no thick reports from market strategists detailing how these new principles would affect company…

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CNBC: Here’s why this week’s rotation from winners to losers won’t last

If you’ve recently watched sixty seconds on any financial news network or read the business section of any publication, you’ve now heard about the vicious “rotation” occurring this week in the stock market, from growth to value, momentum to cyclical, or any other two dissimilar groups that would suggest an intentional trade by millions of…

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The Common Risks in Trade War and Social Media

Written by Kari Firestone We all know, deep down, that there is no “free lunch.” The most obvious case of this are the lunches that all buy side investors are invited to featuring the management of companies that are going public or already public. If you are not a client of the hosting firm, you…

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WSJ: As Global Order Crumbles, Risks of Recession Grow

The countries who have tended to focus on their protectionism – US, England, several European countries, definitely not China – seem to be the ones where there is a fear, real or induced by politicians, that the working class is losing out because of globalization.  This fear is either due to “foreigners” that are taking…

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