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Spotify Wants to Break the 100-Year Music Industry Cycle

The music industry is a cutthroat arms race...  From vinyl and 8-tracks to CDs and Napster, the 20th century saw huge disruptions in music distribution... and the 21st century is showing no signs of slowing down. Each time a music format takes the world by storm, it's quickly thrown aside for the next in the […]

Securities Analyzed
  • AAPL
  • AMZN
  • BLK
  • SPOT
Panic in May, and Go Away?

Editor's Note: We wrote this note to our premium subscribers yesterday and wanted to make sure all our readers heard these thoughts this morning after a rough day in the market and a challenging start to the year thus far. We have understandably been getting a lot of questions from our readers and institutional clients […]

Supply Chains Are Struggling Even as the Coronavirus Recedes

The record number of ships waiting to dock is just scratching the surface of supply chain woes...  Struggling to find toilet paper and standing desks in the early days of the pandemic was only the beginning of the supply chain shortages we've experienced over the past two years.  Grocery store aisles continue to be sparse […]

The Self-Serving and Selfish Results of Great Acts of Kindness

Acts of kindness help make people better... A question I ask myself often is how do I, as a leader, build an organization that has the best chance to succeed for the long term? How do we make sure that our people, our entire global workforce, are motivated and want to work? How do we […]

Here's How Remote Work May Change Skylines Around the Country

Pretty soon, working habits will be cemented in stone... It's no surprise that managers and workers feel differently about the future of work. Many business leaders have been hyping up the return to the office as the grand revival of the office life that was halted in early 2020. There are many factors that make […]

Securities Analyzed
  • BXP
The Only People in Manhattan That Are Happy Your Rent Is Rising

The coronavirus pandemic emptied out the streets of Manhattan... With all the news you've likely read about Manhattan in the past 24 months, it's not surprising that people left the city in droves when the pandemic hit.  From empty subway stations to a high incidence of violence to floods stranding passengers underground, transit has gotten […]

Securities Analyzed
  • AVB
The War in Ukraine Has Upended a Century of Globalization

One company is in particularly deep trouble... Russia's invasion of Ukraine is a tragedy on a massive scale, and this stark upending of European peace sent shockwaves across the world. From supply chain and operational disruptions to rising commodity prices, this crisis is causing many international companies to think about the world in a new […]

Securities Analyzed
  • EPAM
Don't Let Inflation Scare You Out of Stocks

Inflation is at 40-year highs...  As the world reopened and folks felt more confident about safely going out both locally and abroad, demand for goods and services grew in quick succession.  Plus, with bank accounts buoyed by stimulus cash, people were ready to splurge.  From fancy new outfits for the return to the office to […]

The Power of Self-Speak

Right now I'm in Cappadocia with my family... If you're unfamiliar, Cappadocia is the hot air balloon and cave-hotel capital of the world. It's already a neat experience to be up in a hot air balloon. It's another experience entirely to be up there with 100 other hot air balloons at the same time! From […]

The Potential Wrench in Airline Recovery

2022 may not be going as planned for this aviation company...  2022 was supposed to be the first summer of travel in three years, after the 2021 travel season was derailed by surges in COVID-19 cases, driven by the delta and omicron variants.  People were tired of being stuck at home, travel loyalty programs were […]

Securities Analyzed
  • UAL