Entries by David Matias

The Year Is Done!

The year is done, and it is a challenge to find the bright spots.  There are a few – some tech giants did well in addition to specialized pharma.  With pharma in particular, cheap loans sponsored by the Fed’s policy, M&A activity drove most of the gains to be seen in the market. The overall […]

Market Update–October 26

The past three months have been a troubling time in the markets.  If you were to listen only to the financial media, you might believe that China is falling apart at the seams, the U.S. economy is tipping into a recession and El Nino is about to push California into the Pacific.  However, the reality […]

An Ad-blocker, a Vendetta, and the future of Online Media

“Adblockalypse” is the end of days for publishers and advertisers. Once it arrives, content creators on the internet will never be the same again. Many will be destroyed. The ones who survive will be forever transformed.And that might not be a bad thing. —Brian Alvey Once the excitement over the announcement of the iPhone 6s […]

Market Note – September 8, 2015

Last week was another ride through the Volatility Machine. Here’s a look back at the past three weeks, keeping in mind that our daily stock price movements are roughly three times the daily movements of just a month ago. We can begin the period on August 17, when we saw the first correction in stock […]

Market Note – September 2, 2015

Sometimes when one says that things “aren’t going well,” it is a polite way of suggesting that certain events are causing real trouble.  Last week’s market movements are well beyond the description that things didn’t go well – they were a disaster. To keep the statistics brief – since you can’t have missed them – […]

Market Update – July 2, 2015

The first half of 2015 has been marked by some surprises, but at the end of June, the markets were in neutral, without any clear directional trend. While events such as the Fed move, oil price stabilization and disappointing economic indicators in the U.S. are all worth exploring, the Greeks are currently stealing the summer […]

Greek Shocker

Today was another one of those moments in the history of finance that will be recorded as a “shocker”.  The Greek Prime Minister Alexis Tsipras, in an attempt to save his political career, is playing the ultimate brinksmanship by putting the fate of the European debt relief package up to the Greek voters.  By calling […]