I recently attended a mergers and acquisition conference for Registered Investment Advisors or RIAs. There’s some 15,000 RIA’s in the U.S. and they are buying each other at a brisk pace. My friends at Gladstone Associates, who arranged the conference, serve as advisors to buyers as well as sellers in the market, and they are pretty […]
In many of the daily distributions we send to the media, included is an item at the bottom called Coffee Beans. Why do we include this? Because let’s face it, even those who “love” their job tire from an unending barrage of technical, often poorly presented information. Levity is an important tool for breaking this
This article was written with Louis Navellier, founder and chief investment officer of asset manager Navellier & Associates. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Navellier as a contributor and to deliver original articles for them on a regular basis.
Stock Buybacks: 6 Quality Companies Rewarding Investors Read More »
Below, part two of what I learned about the financial media in 2022. Part one is here. The context is this: in 2022, I sent 952 queries to the financial media. Some worked, some didn’t. The point is, when you send out 952 pitches to the media, you learn things, some of which are encapsulated below.
In 2022, I sent 952 queries to the financial media. Some were highly focused and some were broad based. Some worked, some didn’t. The point is, when you send out 952 pitches to the media, you learn things. Here’s what I learned about the financial media in 2022. The phone is working again. Reporters started to come
Just over 18 months ago, Nasdaq introduced its green equity designations for its Nordic stock markets. The designations were a set of operational and reporting standards, that if met, would confer a so-called Nasdaq Green Equity designation. This in turn would, could or should carry weight with investors, institutional and retail, who, in light of
This article was written with Stephen Deane and published by Barron’s. At the time he was Senior Director, Capital Markets Policy for the Americas for CFA Institute. It was one of several articles we worked on together regarding market integrity and regulation. In addition, I negotiated a column for Mr. Deane on nasdaq.com where we wrote a number of articles on market integrity and other capital markets issues.
This article was written with Stephen Deane and published by Barron’s. At the time he was Senior Director, Capital Markets Policy for the Americas for CFA Institute. It was one of several articles we worked on together regarding market integrity and regulation. In addition, I negotiated a column for Mr. Deane on nasdaq.com where we wrote a number of articles on market integrity and other capital markets issues.
SPACs May Feed the Public’s Worst Fears About Wall Street Read More »
This is an article I wrote for Kiplinger concerning 25 sturdy blue-chip stocks with brawny balance sheets that withstood the pandemic and are likely to weather another black swan event.
Introduction The rules governing sports seem unassailable. The rules are, well, the rules. That said, this doesn’t mean they are the best rules or the best way to play. Well-meaning rules have unintended consequences. And some rules are just plain bad rules. This small book suggests some new rules. It offers fans something new to