Want To Build Wealth? Stay Away From Bonds.The traditional financial advisor will tell you that as you get older you should decrease equity exposure and replace it with bonds or...
China’s Healthcare Appears Ripe for DigitizationWhile the pace of digitization in China has astonished investors during the past decade, not all sectors have enjoyed its benefits....
Will Automation Cause an Increase in the Unemployment Rate?Throughout history, automation has sparked fears of unemployment, even though technology appears to have been a net job creator over...
The Rotation From Growth Into Value Stocks Has Strengthened This Bull MarketAfter rewarding innovation-based strategies handsomely in 2020 and early 2021, equity markets have rotated aggressively toward cyclicals...
The Online Sports Betting OpportunityThe History of Sports Betting 1961 – The Federal Wire Act The law prohibited the operations of certain types of betting businesses in the...
The Potential Impact of Automation on Manufacturing ProfitabilityIn the second part of a series on the impact of automation, we focus on lessons learned from the agricultural revolution. Please read the...
We Believe Zoom Is the Fabric Connecting Global Enterprise Communications and the Future of WorkGiven its stance against Zoom’s acquisition of Five9 at the current price, we would like to offer Institutional Shareholder Services’...
The Rise of Bumble?In November 2019, I read a paper on the dating market written by a hedge fund I admire, Tyro Partners. Although he does not know I exist,...
Strategic Allocation To Innovation: A Comparison to Emerging MarketsWe believe a strategic allocation to innovation probably will evolve into a sub-asset class, as did the “niche” strategy of the...
Square Valuation Model: Cash App’s PotentialWe believe that Square’s (SQ) Cash App could become a leading global consumer financial services provider. If Cash App can monetize 20%...
What Streaming Services Can Learn From NetflixVideo streaming services don’t need great content to grow: they need content, period. While counterintuitive at first, think about your...
The Coronavirus: Innovation Gains Traction During Tumultuous TimesThe coronavirus has thrown the markets for a loop, understandably. Half of the solution is understanding the problem, so we are reassured...
Health Care In The Genomic AgeWe believe investors need to understand how genomics innovation can be a catalyst for growth. Over the last five years, we have passed...
Financial Advisor for Business Owners: Why Every Successful Entrepreneur Needs OneIf you’re a successful business owner, congratulations; you’ve already beaten significant odds. According to a report by the U.S. Small...
What Value Can A Financial Advisor Bring to Your Small BusinessA small business owner, or someone who is self employed always has a million things on their mind. In the beginning you’re trying to...
4 Reasons Why A Financial Advisor Can Help Your BusinessMost people wouldn’t embark on a long journey without a plan. It's unusual to start something potentially costly and time-consuming...
Are Tech Stocks Living in a 2nd Dot-Com Bubble?Over the past decade, investors have had an infatuation with large-cap tech stocks. Over the past 7 days, the Nasdaq reached a new...