Inflation, interest rates and OpEx are climbing while demand softens for many companies. One glance at the table below shows that layoffs over the past two months are fairly widespread across industries. We believe that more layoffs are coming as inflation and interest rates rise. Rates will accelerate higher in June should the Fed make … Continue reading More Layoffs Are Coming
Today we announce the winner of the "Information Services" category: Information Services: Doug Peterson, President and CEO, S&P Global Inc. (ticker: SPGI). SPGI shares have performed well but the primary reason why we choose SPGI CEO Doug Peterson over Gartner (ticker: IT), CEO Gene Hall or MSCI (ticker: MSCI), CEO Henry Fernandez was Peterson's pursuit … Continue reading CEORater 2021 Technology CEOs of the Year. Part 3 of 3: Information Services
The Auto OEM of the future will be vertically integrated across traditional automobile components, batteries and alternative power sources, software and chips. BYD (tkr: BYDDY) is a prime example of a vertically integrated Auto OEM given its Automotive and Battery operating segments. Ford (tkr: F), today announced it is partnering with GlobalFoundries (tkr: GFS), to … Continue reading Vertically Integrated Auto OEMs
We expect that Claims Processing technology providers will merge with one another (P&C with Health & Life) as well as with Policy Administration technology providers to better serve insurance company customers as insurance M&A continues its rapid pace (See the Chubb / Cigna A&H deal HERE). One hypothetical M&A example would be Solera (P&C) merging … Continue reading Insurance M&A Will Drive InsurTech M&A
We highlight some of the bubbles (some call it the "Everything Bubble"), caused by the ultra-loose fiscal and monetary policies that have distorted markets since April 2020. The longer Powell & Company wait to taper and eventually raise interest rates, the more difficult it will be to reel in the price inflation caused by the … Continue reading More Than Tiny Bubbles: Policy-Driven Market Distortions
Our view is that the key to an EV's success is an inexpensive and reliable power source. That power source is of course batteries. Thus, if one tries to gauge who the EV OEMs of tomorrow may be, look no further than the current crop of EV Battery suppliers. For it would be far easier … Continue reading The Battery Is Key To The EV
TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at firstname.lastname@example.org with any questions.
Tesla CEO Elon Musk (not a founder as he claims) admitted he does not enjoy being CEO today in the SolarCity trial. The Teflon will eventually wear off of pied piper Elon Musk. Mr. Musk was accused of fraud by the SEC in 2018 and was subsequently in violation of his SEC settlement. Mr. Musk … Continue reading Why Would Anyone Follow Elon Musk Into Battle?
To date approximately 90% of TEK2day content has been free to readers. That will change on September 1st when the majority of our content will move to "premium" status including 100% of our long-form content. Certain of our articles - those of the single paragraph nature - will remain free to readers. Premium TEK2day articles … Continue reading Nothing’s For Free
More bogus CPI numbers reported yesterday (HERE). The CPI itself is a poor price inflation measure given it excludes so many asset classes such as equities, art and crypto. Let's focus on one CPI line item - "food at home" which was up 0.7% over the past 12 months ended May. Sorry, that's a bogus … Continue reading Inflating The Debt Away. Higher Prices Are Here To Stay.