What does the U.S. hope to achieve in the Russia Ukraine conflict? What is the endgame? Russia Ukraine is a regional border war that has been off/on again for years. If you game theory this conflict out, the risk of tactical nuke deployment is real. I know, I know, Ukraine are the good guys and … Continue reading Russia Ukraine – What Is The Endgame?
Tag: biden administration
Powering The Bundle: What Streaming Services Can Learn From Enterprise Software
Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in … Continue reading Powering The Bundle: What Streaming Services Can Learn From Enterprise Software
Prices Up, Personal Consumption Down
The Federal Reserve Bank of Atlanta estimates Real GDP for Q3 at 1.4%. That is likely an optimistic outlook and 1% growth is certainly nothing to write home about. Get used to it however as Real GDP in the -1% to 1% range is likely our future for the next decade or two given elevated … Continue reading Prices Up, Personal Consumption Down
Climate Reporting: The SEC’s Latest Make Work
We would prefer that the SEC focus on cracking down on fraud in its various permutations as opposed to forcing companies to report on carbon emissions and the like. This forced climate reporting initiative by the Biden Administration not only adds zero value to the investment decision-making process for serious institutional investors, it acts as … Continue reading Climate Reporting: The SEC’s Latest Make Work
Insurance Giants Aon and Willis Towers Watson Scrap Their Merger
Financial/Professional services firms Aon (ticker: AON) and Willis Towers Watson (ticker: WLTW) mutually agreed to end their proposed $30 billion combination. It will be interesting to see if the new Biden Administration takes a tougher stance not only on Technology combinations, but as it relates to sizeable proposed M&A transactions across industries. The insurance industry … Continue reading Insurance Giants Aon and Willis Towers Watson Scrap Their Merger
Instagram, Stagflation, EVs and More Cyberattacks
Instagram is on to APIs. Biden's budget implies stagflation. EV poster child Elon Musk will benefit from Biden's spending plan beginning in 2023. Ransomware attacks continue to expose the fragility of our legacy technology systems. Last month we wrote about API strategy. Instagram (tkr: FB), recently opened its platform via APIs to enable Instagram messages … Continue reading Instagram, Stagflation, EVs and More Cyberattacks
A Tale of Two Cities
Make no mistake, Biden's $2.3 Trillion "infrastructure" spending program and $1.8 Trillion "American Families" spending program will pass Congress. That's bad news for Americans and small business and good news for Amazon (AMZN) and Walmart (WMT). **Purchase our Amazon Kindle book "Stagflation Is Imminent": HERE First: we would not be having this conversation if the Federal … Continue reading A Tale of Two Cities
The Fed Will Not Taper In 2021. Inflation Is Not Transitory.
The Fed likely won't taper asset purchases this calendar year. It should, but it won't. **Purchase our Amazon Kindle book Stagflation Is Imminent: HERE We previously mentioned mid-term elections as one reason why the Fed won't take away the punch bowl. Second, the Labor Participation rate - a key economic indicator for the Fed - … Continue reading The Fed Will Not Taper In 2021. Inflation Is Not Transitory.
Biden’s Long-Term Capital Gains Tax Increase Will Spur Selling
The good news (drooling sarcasm) just keeps coming out of the Biden Administration. The Administration wishes to increase the long-term capital gains tax from approximately 29% under current law to approximately 48%. TaxFoundation.org does a fine job of detailing this tax grab. Learn more by reading their article HERE. Count this looming tax increase as … Continue reading Biden’s Long-Term Capital Gains Tax Increase Will Spur Selling
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