Geopolitics Update: Trade War, Tariffs & the Coming Tech Implosion

PZ snip

As the Trump administration’s on-again, off-again trade war with China continues to create uncertainty for investors, we sat down with geopolitical strategist Peter Zeihan to learn more about the tariff program and what it could mean for the US economy. Similarly, we discussed the changing outlook for Silicon Valley technology firms — especially Tesla, Facebook, Twitter […]

Customer Franchise, the Most Valuable Asset: Here is How to Value It

“Subscribers Are the New, New Thing in Business” declared The Economist (April 11, 2018). The magazine says that “Subscription models are seen by many investors and executives as the holy grail, because they promise a recurring stream of revenue…. The attractions of subscription businesses are obvious. Firms can predict the future better and build deeper relationships with […]

The Unbearable Lightness of Earnings

blev

Baruch Lev is the Philip Bardes Professor of Accounting and Finance at the Stern School of Business, NYU. This article first appeared at the Lev End Of Accounting Blog and is shared here with his permission. Today’s Wall Street Journal published an article that caught my attention: “Next Up: The Forgotten Earnings Season.” The article opens: “Only once before have […]

Author Q&A: Daniel Pink on the Science of Timing and How Innovative Firms are Employing His Research

WHEN

We recently had the opportunity to sit down with author Daniel Pink to discuss his new book, When: The Scientific Secrets of Perfect Timing, now in its 8th week on the New York Times best-seller list. We asked Dan how financial advisors can benefit from the science of timing, whether Dan considers intentionality to be an intangible asset for […]