FT Alphaville- Watch what consumers do, not what they say May 23, 2022Ignore the doom and gloom.
- Taking inventory at Target and Peloton May 23, 2022Days inventory ratio shows the pile-up in unsold merch
- Further reading May 23, 2022WEF, wealth, stupidity, death, annihilation, etc.
- The switch back from goods to services that wasn’t May 20, 2022We still love buying tat
- Note to central banks: keep it simple, stupid May 20, 2022Bank of England investigates the value of straight talk
- Watch what consumers do, not what they say May 23, 2022
Category Archives: Corporate governance
An outlaw story
We all like a good outlaw story, whether a western bandit, a gangster or a spy. Fortunately, in finance, we also have outlaws. One guise of them is insider traders. Unfortunately, most of them are neither very likeable, neither very … Continue reading
What’s in a name ?
You probably all know EasyJet, the British low-cost airline. What you probably don’t know, is that it doesn’t own its brand name. Its founder, the young Greek-Cypriot businessman Stelios Haji-Ioannou (in the meantime Sir Stelios), has kept the name for … Continue reading
Posted in Corporate governance, Intangibles
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What do you do with $ 30 bn cash ?
On October 10th, it was revealed that Google is developing a self-driving car and that it had already tested it over 140,000 miles of public roads. I also learned, reading that article, that Google is sponsoring a prize for landing … Continue reading