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Commentary & Opinion

May 22, 2015 Market Structure Map - The Cube

Source: Tim Quast, president,ModernNetworks IR LLC

Investor-relations is an itinerant profession. We’re on the road a lot. If you’ve had one of those three-hour flights, say from Denver to Atlanta, in a cramped regional jet (we’ve vowed to avoid them but United interdicts our...[more]

May 19, 2015 Sorry, Jamie Dimon: Bigger Always Means Riskier

Source: American Banker

JPMorgan Chase chief Jamie Dimon has probably been right about a lot of things during his highly successful career in banking. But he is wrong to argue that "larger does not necessarily mean more risky" when it comes to bank size...

May 13, 2015 Opinion: Why stock investors shouldn’t worry if Greece exits eurozone

Source: MarketWatch

Investors are needlessly worrying about the prospect of Greece defaulting on its debt and withdrawing from the eurozone

May 12, 2015 Opinion: Countdown to the stock-market Crash of 2016 is ticking louder

Source: MarketWatch

Warning bells just keep getting louder and louder as the countdown to the Crash of 2016 keeps ticking. Wall Street’s in denial, but the Washington Post warns: “U.S. economic growth slows to 0.2 percent, grinding nearly to a...

May 7, 2015 The Wit And Wisdom Of Warren Buffett and Charlie Munger

Source: Forbes

Last weekend, I was in Omaha to participate in my annual ritual of attending the Berkshire Hathaway annual shareholders meeting. I like Warren Buffett and I absolutely adore Charlie Munger. Both are my heroes. They are full of...

May 7, 2015 Ohio hides its $11 billion pension debt

Source: Ohio Watchdog

Ohio owes $11 billion in unfunded retirement benefits, but because of the state’s outdated accounting methods reports a debt of just $156 million, according to tax experts who analyze government accounting.


Source: BNA Accounting Blog

"This was a strong start to the year," said Facebook founder and CEO Mark Zuckerberg on the company’s first quarter earnings release reported April 22. “To supplement its consolidated financial statements prepared in accordance...

May 5, 2015 What Norway Can Teach the U.S. About Getting More Women Into Boardrooms

Source: The Atlantic

Men dominate the upper echelons of the business world: Women hold only 15 percent of seats on the boards of the S&P 1500, up a mere 3.7 percent over the last seven years. There are more directors with the first names James,...

May 4, 2015 Clinton, Cool, Gross Are Names to Listen For at Buffett Meeting

Source: Bloomberg

Warren Buffett’s annual meeting Saturday will draw tens of thousands of investors seeking insight on his Berkshire Hathaway Inc., the economy and topics from ketchup to geopolitics. Here are a dozen names they’ll be listening for...

May 1, 2015 Executive Pay Gluttony

Source: Bloomberg

Executive compensation is in the news again as the Securities and Exchange Commission gets ready to issue new guidelines on pay disclosures. As mandated by the Dodd-Frank Act, the new rules are supposed to provide “greater...

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