Archive

This Payment Giant Has Already Seen Huge Upside... Who's Next?

By Rob Spivey

Wednesday, December 15, 2021

Americans are breaking out their credit cards for the holiday shopping season...  It's no shocker that around 70% of the U.S. economy's output is powered by consumer spending every year. Americans simply love to shop.  During the holidays, consumer spending reaches its peak when gift-givers splurge on fancy gadgets and trendy apparel.  This year, the […]

Making a Play in the $175 Billion Video Game Industry

By Joel Litman

Tuesday, December 14, 2021

How to get into the mind of a 14-year-old... My eldest son is now nearly 14 and loves playing video games. It's not unique to him. All of his friends are passionate about the time they spend together online. Thankfully my son also enjoys school – he always enjoyed reading from a young age and […]

The Latest in the China-U.S. Race for Global Domination

By Joel Litman

Monday, December 13, 2021

News headlines suggest the U.S. is lagging behind China in R&D...  Some media pundits think the U.S. is falling behind China in innovation and suggest that China is blowing past the U.S. in artificial intelligence ("AI"), clean energy, and biotechnology. Last week, the New York Times' "The Morning Newsletter" reported: The U.S. now spends a […]

Let's Not Forget the 'Little Things'

By Joel Litman

Friday, December 10, 2021

The holiday season makes some time for this exercise, a mental one... I have been encouraging our people to take some time during the holidays for an exercise in "the little things." I am not referring to little bits of physical exercise. Not to say that I'd avoid the gym or getting outdoors for some […]

Everyone From AMC to Zillow Relies on This Software Company

By Edward Edwards

Thursday, December 9, 2021

One of the most hotly anticipated movies of the year is right around the corner... Among the 10 highest-grossing movies of all time, three have been set in Disney's (DIS) flagship movie franchise, the Marvel Cinematic Universe.  Superheroes from The Avengers are now household names, and this strong intellectual property is a large draw for […]

Looking For the Next Big Tech Winner? Look Here

By Joel Litman

Wednesday, December 8, 2021

Deals, deals, and more deals... The holiday shopping season is in full swing with Christmas right around the corner. That means America's retailers are starting to bombard shoppers with deals. In fact, CNN recently published a list of more than 250 Cyber Monday deals still open even after the online shopping world's biggest day of […]

This 'Digital Experience' Software Has a Surprising Take On the Holiday Season

By Joel Litman

Tuesday, December 7, 2021

This season's holiday shopping data is coming from an unlikely source... Last week, we highlighted that Cyber Monday made the wrong kind of history. Rather than continuing the historical trend of increasing sales every year, sales declined for the first time. Thanks to some high-quality data, we know that this is nothing worth panicking about. […]

The Coming Capex Boom Will Be a Major Tailwind for Certain Stocks

By Joel Litman

Monday, December 6, 2021

Sadly, supply and demand still aren't cooperating... A few months ago, the U.S.'s third-quarter gross domestic product ("GDP") was forecast to come in at an impressive 6%. By the time the Bureau of Economic Analysis published the actual figure in late October, it was only 2%. It felt like the rug was pulled out from […]

Cyber Monday Made the Wrong Kind of History

By Joel Litman

Friday, December 3, 2021

This year, Cyber Monday made history for all the wrong reasons... As if American consumers needed any more evidence about the ongoing supply chain issues, this year's Black Friday and Cyber Monday results tell us everything we need to know. For the first time in the promotional holiday's history, this year's Cyber Monday yielded lower […]

How This Company Used the Pandemic to Monetize the Common Cold

By Rob Spivey

Thursday, December 2, 2021

Why is everyone sick this fall without COVID-19? With the return of kids to school and employees back in the office, there is an unprecedented wave of regular common colds and other petty sicknesses. After all, we've been social distancing for more than a year and a half, away from all of our sneezing friends, […]