Archive

Ralph Lauren is the latest to venture into the metaverse... While the "At-Home Revolution" theme continued to dominate 2021, with the strengthening of blockchain and e-commerce companies, another trend emerged: virtual reality ("VR") becoming mainstream. One of the first signs of the "metaverse" was a massive concert hosted by rapper and record producer Travis Scott […]

• ABNB
• APP
• BABA
• RBLX
• RL
• V

This e-commerce giant can't catch a break... Alibaba (BABA) continues to make headlines, thanks to the drawn-out battle between the U.S. and China on whether it should be publicly listed in the U.S. The negative news cycle that pervades Alibaba has left its investors disappointed for the most part. The e-commerce stock hasn't been lifted […]

• BABA

Insiders are shedding shares as 2021 comes to a close... Company executives tend to have generous compensation packages. In addition to some of the highest salaries in their companies, executives often have annual and long-term bonus plans. While cash bonuses are common, public companies often pay their top employees with stock-based compensation. In other words, […]

• AMZN
• FB
• TSLA
• WMT

You may have heard the term 'vicious circle'... When "vicious circle" was first coined in the mid-1800s, it referred to the worst logical fallacy: circular reasoning. It's when an argument's conclusion is also one of its premises. Over time, the meaning of a vicious circle changed to mean a cascading, bad chain of events that […]

People are flying again in the U.S... Anyone flying over the Thanksgiving holiday probably noticed something rare since the onset of the coronavirus pandemic: crowded airports. During the early part of the pandemic in the U.S., the daily number of travelers screened by the Transportation Security Administration ("TSA") plummeted. Security lines full of anxious passengers […]

• ABNB
• NVDA

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 […]

• BAC
• EQIX
• MA
• TGT
• V
• WMT

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 […]

• ATVI

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 […]

• AIR.PA
• BA
• GOOGL
• INTC

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 […]

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 […]

• ADBE
• DDOG
• DIS
• HUBS
• SHOP