Archive

To get the most out of work and life, focus on the vagus... That's not a typo. My coaching comment this week for our global team was focused on the importance of the vagus nerve. The vagus nerve is essential to achieving peak performance for anything in life. Whether it's preparing stock analyses for clients, […]

• PTON

The market's recent big drop is spooking investors... With Europe tightening restrictions, the coronavirus pandemic is back in focus. Folks are worried that we could see another big sell-off like the one in March.  As we've highlighted many times before, the first indicator of a sell-off turning into a full-blown collapse is related to credit. […]

• C
• DRI
• GS
• JPM

Boeing (BA) and Paris-based Airbus (AIR.PA) have seen a long and heated rivalry throughout the decades... To understand why these companies have been foes for so long, we must look at their history. William E. Boeing founded his namesake firm back in 1916. After countless acquisitions through the 1920s and '30s, Boeing became the leader […]

• AIR.PA
• BA
• LMT

Management consulting firms make their money by telling clients how they can be disrupted...  Giving this advice on how to stay ahead has created a $200 billion industry. And yet, consulting firms can be disrupted themselves. Just as doctors often make terrible patients, consultants refuse to take their own advice and innovate. These firms have […]

• ADBE
• IBM
• MSFT
• ORCL
• PRFT
• UPWK

An ideal capitalist system creates losers and winners from market forces... The "invisible hand" should promote smart, intuitive businesses to thrive and push unsuccessful companies out of existence. However, as Japan has shown, this doesn't always happen in practice... In the second half of the 20th century, the country's economy was on a roll. Japan […]

When you're born has a significant effect on your success... My public school decided when students could enter classes based on whether their birthday was before or after September 1.  I was born in late June, so I was one of the youngest students in my class. Had I been born two and a half […]

• BFAM

The coronavirus pandemic has created huge changes to consumer spending trends... A few weeks ago, financial-services firm Jefferies released a piece discussing trends in personal consumption. Over the past decade, folks have spent more money on services than goods. This means spending more on vacations and restaurants than cars or televisions. This trend was strongest […]

• ELY

Education is evolving on the fly... Across the globe, teachers are coping with classroom challenges in the wake of the coronavirus pandemic. Some of these changes will be temporary, while others may have long-lasting effects. Earlier this month, market-research firm CB Insights examined some of the many innovations that have emerged during the crisis – […]

• LOPE

More work is shifting online... and that means cybersecurity is a growing concern. For people working at home, the threat is becoming harder to control. When employees were in the same place, hacking was easier to defend against. Now, workers are using personal laptops on unsecured networks. This means hackers have more points of attack […]

• RDWR
• SHOP

This election season has been unlike any other in recent history... With the coronavirus pandemic forcing the major party candidates away from the usual volume of in-person campaigning, strategies have needed to change. Moreover, President Trump's positive coronavirus test at the beginning of the month certainly made for a dramatic "October surprise." Analysts are scrambling […]