The SEC handed a big policy win to big corporations but justified the decision by citing letters from “Main Street.” But, those letters were actually orchestrated by the same corporations who stand to benefit most from the policy. Clayton was duped. The SEC IG must investigate.

The SEC handed a big policy win to big corporations but justified the decision by citing letters from “Main Street." But, those letters were actually orchestrated by the same corporations … Read more

“Brands don’t need Amazon”. Nike’s decision to no longer sell merchandise through Amazon shows that strong brands are realizing that traffic driven to their own site is self-sustaining, more profitable, and actually brand enhancing

Jefferies analyst Randy Konik said “Amazon had a delivery speed advantage, but that advantage has compressed.” Evercore ISI analyst Omar Saad wonders if other brands “will follow” Nike’s lead. It … Read more

Decision Time

by northmantrader The first quarter of 2019 was a smash hit for bulls. Capitulating central banks, record buybacks flushing the system with artificial liquidity, constant jawboning by dovish central bankers and … Read more