Category: Investors

NYT: Walgreens Calls Off Deal to Buy Rite Aid

The US government again helps Amazon by limiting whomever might be able to be a real competitor.   As long as prices fall, the US doesn’t seem to care about anti-trust issues. Read the full article in The New York Times

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CNBC: Charles Schwab

Kari was on CNBC’s The Halftime Report to talk about the prospects of Charles Schwab (SCHW) and why she is long the name. Watch the full video on CNBC.com 

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CNBC: Why the mixed signals on GDP growth are ‘driving me crazy’

Kari recently wrote a piece for CNBC about the recent divergence between “soft” data (economic surveys and sentiment indicators) and “hard” data (actual economic data points like jobs numbers and the unemployment rate). The data tells two different stories. Read the full article on CNBC.com

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HuffPo: BONFIRE OF THE VAIN ONES

This piece was recently featured in The Huffington Post Sometimes I am sitting in a meeting and suddenly Tom Wolfe’s great 1987 novel, “Bonfire of the Vanities” pops into mind. It happens in the presence of a “Master of the Universe,” that deliciously described symbol of Wall Street success. He (almost always a “he”) is a…

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(NYT) A Trillion-Dollar Question: Why Don’t More Women Run Mutual Funds?

This article explores the question of why there are not more women in the mutual fund industry (in America). From the article: “In fact, a paltry 9.4 percent of American mutual fund managers are women, according to a 2015 report by Morningstar. That’s lower than in the rest of the world, where one in five…

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