April 15, 2026
March 27, 2026
Who Do You Know?
March 18, 2026
Amazon Summits A Dow That No Longer Exists
The addition of Amazon to the Dow with Walgreen's unceremonious deletion, and the Dow’s current composition tells it like it is. Yes, Walgreen’s was a retailer, and Amazon is a retailer, so the Dow’s “Consumer Goods” sector weighting was maintained.…
December 3, 2025
Karping About Short Sellers
I’m struck by the wave of CEOs complaining about short selling. Meeting or beating earnings estimates would seem to be a better strategy. As CEO, you may not like short sellers, or agree with what they do, or how they…
March 28, 2025
You Are Doing It All Wrong
Well, probably not all wrong. But if you are looking for media coverage or traction in social media, you are probably guilty of at least one of the infractions on the list below. Too few attempts. A .300 slugger will…
March 7, 2025
Earn 100,000%
Sounds like a sales pitch from a shadowy investment firm. It’s not. This is just information. There are in fact, 13 companies out there that have risen by more than 100,000% since they went public. This also means there are…
July 1, 2024
Financial Institutions Feeling the Crunch in Countdown to CECL Implementation
I was retained by Big Four accounting and consulting firm KPMG to assist them in their thought leadership efforts centered on changing accounting regulations. In this case, the Financial Accounting Standards Board or FASB had instituted new rules on the…
June 28, 2024
Securitizing Structured Settlement Payment Streams: A Primer
Fall 2012. This article was written with Stefano Sola and Phil Donahue, executives at JGWPT Holdings. We were engaged by JGWPT to assist them in publishing the article below for The Journal Of Structured Finance.
April 11, 2024
Is The Media Biased?
This story is from our February 2024 update newsletter that offers communications insights, and hopefully, some amusing diversion.
April 11, 2024
The Last Bastion of Truth
This story is from our February 2024 update newsletter that offers communications insights, and hopefully, some amusing diversion.
April 11, 2024
Know When To Hold’em . . .
This story is from our February 2024 update newsletter that offers communications insights, and hopefully, some amusing diversion.
April 10, 2024
Media Wary of AI
This story is from our February 2024 update newsletter that offers communications insights, and hopefully, some amusing diversion.
December 29, 2023
Stock Market Predictions for 2024: Tesla, Apple and Rate Cuts
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…
November 20, 2023
The Wealth of a Nation
We often hear that the United States is a wealthy nation. But how wealthy, and amid the current turmoil and self-inflicted wounds, can it remain so? Wealth In Ideas To our credit, we believe in discovery and the ability of…
November 9, 2023
Finance: What Does A $15 Minimum Wage Really Cost?About 50 Cents.
This op-ed was published by Barron’s on March 17, 2021 Critics of minimum wage increases suggest they will raise costs, kill jobs, and put companies out of business. Are they right? To find out, I looked for a company that employs…
October 3, 2023
Under High Taxes and Low, the U.S. Economy Continues to Grow
This op-ed was published by Barron’s on March 8, 2023 The finance budget the White House will propose this week may not stand a chance of passing a divided Congress, but it raises a question that’s worth considering. Is raising taxes on the richest…
August 2, 2023
ESG: What You Should Be Writing About To Clients
This story is from our monthly newsletter that offers communications insights, and hopefully, some amusing diversion.
July 19, 2023
An Act of Diplomacy
This story is from our monthly newsletter that offers communications insights, and hopefully, some amusing diversion.
July 3, 2023
5 Special Situation Stocks for Growth & Income
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…
June 28, 2023
More RIA Consolidation Ahead
This is an editorial I wrote for Advisor Perspectives concerning the increasingly prominent role private equity capital plays in the RIA M&A landscape which was highlighted in a 2023 M&A conference held by Gladstone Associates.
