Investing
Facebook and Google: The Data Monopolists Face Regulatory Backlash
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade Before the renewed stock market correction that commenced on Wall…
The Financial Engineering of Corporate America
Investment strategist Christopher Wood writes about financial engineering in corporate America, and the shocking lack of tangible book value in…
Buybacks & the Busted Brands Inside Your S&P 500 Index
ETFs - Homogeneous Stock Market Slosh For You After the financial crisis the limited savings millennials tucked away (after paying…
Higher Growth at a Discount: Asian Stock Markets Trump US
Christopher Wood delivers his recommended global stock market asset allocation, favouring Asian stock markets and emerging markets over the US.
Market Sell-Off: Wage Inflation Spooks Zombie ‘Algo Trading’ Machines
Wage Growth Unsettles 'Goldilocks' Market Era The stock market correction over the past week is the biggest since January 2016. It…
Volatility Horror Show: Millennial Bets at Risk – Robo-advisors, Crypto, Pot
Volatility Horror Show As we entered 2018 the world was absolutely rainbows. All the fancy Wall Street market pundits were…
Millennial Consumption: Goodbye Basement…
The Largest Demographic Cohort There is an interesting development that has begun of late to get attention in the investment…
M&A: Keurig + Dr Pepper = Middle America Ugly Brand Orgy
THE DEAL: AN ABSOLUTE GIFT FOR THOSE STUPID ENOUGH TO OWN DR PEPPER STOCK Keurig Green Mountain (private held by…
The Grizzle Brief History of Money
The advent of cryptocurrencies marks the fifth distinct phase in the evolution of money/value exchange. These transitions don't happen frequently,…
The Biggest Risk to Stock Markets — Central Banks Removing the Liquidity Punch Bowl
The Liquidity Punch Bowl It is appropriate with the inauguration of this weekly column to look at the 'Big Picture'.…