The many problems with GE’s financial reporting has made it difficult for both managers and investors of GE alike to assess the health of the conglomerate. At Aureus, we feel it’s important provide clear and concise client reporting so that both ourselves and our clients are able to properly assess their current financial situation and have the necessary…
[VIEW FULL POST]Why can’t wages climb? Because huge companies buy out competitors and then cap salaries to insure that profitability rises, justifying the purchase price. True in everyone in every industry, including farm-equipment mechanics. Read the full article in The New York Times
[VIEW FULL POST]Kari offers her recent views on the market in an article she published for CNBC. She highlights the importance of cynicism in a rising market to protect clients from permanent loss of capital. Read the full article on CNBC.com
[VIEW FULL POST]While ESG funds are being raised at a rapid pace, they represent a very small percentage of stocks and therefore their influence on management teams is questionable. However, BlackRock is one of the largest investors in stocks through its passive iShares index platform, which heretofore had itself taken a largely passive stance with regards to…
[VIEW FULL POST]This article is important but misses something. Not only do CEO’s today need to provide leadership regarding appropriate behavior norms at their companies but they also need to lead by example. Read the full article in The New York Times
[VIEW FULL POST]A very good article with a breakdown of the biggest winners/losers of the GOP tax bill. Read the full article in The New York Times
[VIEW FULL POST]As the world communicates, transacts, and absorbs everything through devices, control of this interface has consolidated that access into the hands of very few firms. Read the article in The New York Times
[VIEW FULL POST]This article lays out how the makeup industry has proven resilient and capitalized on social media as a driving force for expanded revenues. Not just overall sales, but makeup store retailers benefit too. Read the full article in The New York Times
[VIEW FULL POST]Kari was recently featured in Barron’s to offer an explanation for Aureus’ outperformance versus the S&P 500. During the interview, she gives us her thoughts on where the market may be headed next year, what might cause the next correction, and some reasons for holding some of our favorite stocks. Download her Barron’s interview here…
[VIEW FULL POST]Whether or not you feel your phone is the greatest and most indispensable tool in your life, this article points out the extent of our phone’s impact our brain. Read the full article in The Wall Street Journal
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