Are we moving to a world with 5 or 6 companies controlling whatever and however we read, see, drive, eat and wear? It seems that way and the government hasn’t worried yet about monopolies. Read the full story in The New York Times
Kari Firestone was on CNBC’s Squawk Box this morning to talk about how Aureus feels about the economy as we move through 2017. Watch the full video on CNBC’s website
This article, recently posted in The Upshot section of The New York Times, discusses the worldwide glut of oil, steel, and workers and the implications this glut has on inflation. Inflation expectations in recent months have come back down since the election surge. Read the full article in The New York Times
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
Jeff Bezos figured out that the typical connection between company value and EARNINGS was not sacred. He promised innovation with “lowest price” with no or little profit and investors made him and Amazon among the richest in the world. Read the full article in The Boston Globe here
Kari was on Halftime Report today to talk about an attractive discount broker that should benefit in a rising interest rate environment. Watch Kari Firestone on Halftime Report
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…
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…