Deal Junkie

08/05/2023

Be careful when entrepreneurship tips into addiction

Research suggests that an awful lot of entrepreneurs cross the line from workaholic to addict

15/02/2023

Always a wonderful week out at the WM Phoenix Open! Thanks to all who braved the craziness of not only the 16th hole but the entire madness of a city hosting the Greatest Game on grass and the Superbowl the same week.

03/01/2023

Even oligopoly power fades

For the first time in nearly a decade, Google and Meta—the two largest players in online advertising—are no longer taking in the majority of U.S. digital-ad dollars.

23/09/2022

We can tweet
"Don't fight the Fed" goes both ways

Treasury yields push higher, as investors brace for more policy tightening

06/09/2022

A quiet storm is building

The Other Doomsday Scenario Looming Over Markets
A U.K. fund manager says the big worry isn’t inflation, it’s the Fed reversing quantitative easing
Read in The Wall Street Journal:

A U.K. fund manager says the big worry isn’t inflation, it’s the Fed reversing quantitative easing

29/07/2022

Is Sarbox hurting investors or entrepreneurs ?

https://apple.news/AoiKS2D7QRw2utghpk7wg0w

As the economy struggles with inflation and now a recession, it’s time to curtail the Sarbanes-Oxley Act.

26/07/2022

Withdrawing the financial sugar high. Short term pain, long term gain

https://www.wsj.com/articles/investors-wave-goodbye-to-negative-yielding-debt-as-central-banks-fight-inflation-11658826480

The world’s pool of negative-yielding debt has shrunk to a roughly seven-year low, as an era of exceptionally loose monetary policy draws to a close in most major economies.

24/05/2022

Didn't Buffet say there's no such thing as a bad stock, just a bad stock price?"

Carvana Is a Great Business (But a Terrible Stock to Invest In)
The used car lesson teaches an important less about investing and the stock market.
Read in TheStreet: https://apple.news/A5c2cFNyvTmmJ28tNNcEzgA

The used car lesson teaches an important less about investing and the stock market.

20/05/2022

The long term damage of economic populism

Age of Scarcity Begins With $1.6 Trillion Hit to World Economy
New fault-lines are likely to outlast war and plague — leaving the global economy smaller and prices higher.
Read in Bloomberg: https://apple.news/AN2BLnIVISRWdtkJLDWXUeQ

New fault-lines are likely to outlast war and plague — leaving the global economy smaller and prices higher.

18/05/2022

Supply Chain shock finally hitting retailer earnings

Target Shares Sink 25% as Higher Expenses Hit Earnings

https://www.wsj.com/articles/target-earnings-squeezed-by-inflation-and-fuel-costs-11652869800?reflink=share_mobilewebshare

The retailer posted profit that trailed Wall Street forecasts as shoppers bought fewer TVs and kitchen items.

11/05/2022

A long overdue revolution in pharma distribution

How Mark Cuban Slashed Drug Prices and Beat Big Pharma
Drug companies face a whole other kind of trial, thanks to a dose of this entrepreneurial legend.
Read in Inc.: https://apple.news/AnyD4PUuvTXS53wMV0WSiLA

Drug companies face a whole other kind of trial, thanks to a dose of this entrepreneurial legend.

10/05/2022

"Friendshoring" is different than onshoring and will be more complex for navigating investments

If China is no longer in our friend group, what does that mean?
“I would like to see us preserve the benefits of deep economic integration with China, not going to a bipolar world, but clearly that’s a danger that we need to address,” says U.S. Treasury Secretary Janet Yellen
Read in Toronto Star: https://apple.news/A_NgSSeVuR0K0ZIhvei8ERA

“I would like to see us preserve the benefits of deep economic integration with China, not going to a bipolar world, but clearly that’s a danger that we need to address,” says U.S. Treasury Secretary Janet Yellen

06/05/2022

Don't Fight - The Fed goes both ways

Bill Martin, Federal Reserve chair for almost 20 years until 1970, once quipped that the Fed’s job is to take away the punch bowl just as the party gets going. But, at least since the financial crisis, the Fed’s main role has been to get investors to come on a raucous night out when they’re de...

26/04/2022

1970; Déjà vu all over again? war, politics and stagflation



https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart

Interactive chart of the Dow Jones Industrial Average (DJIA) stock market index for the last 100 years. Historical data is inflation-adjusted using the headline CPI and each data point represents the month-end closing value. The current month is updated on an hourly basis with today's latest value.

22/04/2022

The digital advertising oligopoly has captured most of the online retailer profits - forcing them back to physical stores

https://www.wsj.com/articles/how-bricks-might-save-clicks-11650619815

The rising costs of doing business online is making physical retail more appealing for e-commerce brands.

20/04/2022

There is no second place in the world of Technology stocks

https://www.wsj.com/articles/netflix-stock-price-plunges-premarket-after-subscriber-loss-11650449002?ace_config=%7B%22wsj%22%3A%7B%22djcmp%22%3A%7B%22propertyHref%22%3A%22https%3A%2F%2Fwsj.ios.app%22%7D%7D%7D&ns=prod%2Faccounts-wsj&wsj_native_webview=iphone

Shares were on course for their worst day in over a decade after the streaming giant reported that it lost subscribers in the first quarter.

05/04/2022

An idea whose time has come
http://ow.ly/G2MX50IBaJH

More than 60 groups, including banks and pension funds, have also signed on to support Ownership Works, which aims to promote broad-based stock ownership as a means of curbing income inequality.

16/03/2022

Can Private Equity keep up the record pace?
http://ow.ly/Vzjc50Ikjln
#2021

The industry faces new geopolitical and interest-rate risks after shattering fundraising and investment records last year, Bain & Co. says.

14/03/2022

It has always been about knowing your customer.
http://ow.ly/RZRN50Iiw7T

Doing business starts with building mutual trust and respect.

11/03/2022

The people's army in Ukraine
http://ow.ly/HAIj50Ihjfr

Tens of thousands of Ukrainian civilians have taken up arms or otherwise sought to support a nationwide resistance movement against Moscow’s offensive, which Kyiv says has already left thousands of Ukrainian noncombatants dead.

09/03/2022

Russia causing a kind of "war" in the US, too.
http://ow.ly/QO0h50IfaPW

Officials said President Biden had struggled for days over the move amid deep concerns about accelerating the already rapid rise in the price of gasoline.

07/03/2022

With current conditions, the outlook for Private Equity is blurry.
http://ow.ly/jBSc50IbB8B

Earnings are on the rise, and 80% of firms plan to raise more capital this year—but market conditions pose a threat.

03/03/2022

"...at the present pace, we're seeing Russia well on its way to being spoken of in the same breath as Cuba and Iran,..."
http://ow.ly/WhAf50I93hF

Companies ranging from General Motors to UPS are exiting or reducing their operations in Russia as wide-ranging sanctions make it all but impossible to operate in the country.

28/02/2022

From lives to business operations, it's all at risk in Ukraine.
http://ow.ly/j2Bg50I5k6M

Companies with primary or secondary offices in Ukraine now have employees who are now in a war zone.

25/02/2022

Consumer goods industry - the Comeback Kid?
http://ow.ly/FPO850I3o8b

After the great shock exerted by the COVID-19 pandemic on global economy, as well as on world trade, 2021 fortunately marked the beginning of a path to recovery.

23/02/2022

Is Private Equity becoming big and boring?
http://ow.ly/EErl50I2ogl

The future may well be bright. It will certainly be less high-octane

21/02/2022

Great, quick advice from an entrepreneur on achieving success!
http://ow.ly/zzPW50I0jcq

A successful entrepreneur needs dedication and should be "armed with information," according to Zuleyka Strasner, founder and CEO of Zero Grocery.

18/02/2022

Investing in AI instead of humans?
http://ow.ly/8X0c50HYGI8

Companies are honing in their algorithms so that their computers better recognize things like prepositions or phrases.