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Thirty-Seven Cents
Small trades impact the market in visible ways.
Mar 8
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Lotus Rose
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Thirty-Seven Cents
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February 2024
Are Dividends a Thing Again?
META has started paying out dividends to shareholders, for the first time in its history.
Feb 9
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Lotus Rose
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Are Dividends a Thing Again?
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What's Next for Apple? Flying cars?
To sustain its market position, AAPL needs to innovate -- not imitate.
Feb 5
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Lotus Rose
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What's Next for Apple? Flying cars?
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January 2024
The Movie on the Plane
Bubbles Are Not Always a Bad Thing
Jan 26
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Lotus Rose
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The Movie on the Plane
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December 2023
Bear Hug
Why the good times won't last forever.
Dec 14, 2023
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Lotus Rose
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Bear Hug
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Smart Money vs Dumb Money
What does value investing mean in 2023?
Dec 6, 2023
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Lotus Rose
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Smart Money vs Dumb Money
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November 2023
Happily Ever After at OpenAI?
If tech employees can reverse the firing of CEO Sam Altman, it sets a powerful precedent.
Nov 22, 2023
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Lotus Rose
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Happily Ever After at OpenAI?
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October 2023
Universal Good Advice
Sharing my friend's words because regarding the Israel-Hamas war, I think none of us knows what to do or say. But this is universally good advice.
Oct 25, 2023
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Lotus Rose
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Universal Good Advice
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September 2023
Improving the AI Experience
Vendors don't need to wait on regulators or scientists to make these 5 simple fixes.
Sep 22, 2023
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Lotus Rose
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Improving the AI Experience
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The Dow Has a Token* Problem. Does it matter?
With the departure of Walgreens CEO Rosalind Brewer, leadership of the bluechip benchmark index is about to become all-male.
Sep 13, 2023
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Lotus Rose
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The Dow Has a Token* Problem. Does it matter?
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Is an AI Backlash Imminent?
Corporate leadership loves AI for its cost savings. Consumers, less so.
Sep 7, 2023
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Lotus Rose
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Is an AI Backlash Imminent?
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Cautiously Green
Why Don't Big Brands Trumpet Their ESG Accomplishments from the Rooftops?
Sep 4, 2023
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Lotus Rose
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Cautiously Green
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