All of my writing since 2017

The Most Powerful Way to Deliver Your Investor Relations Program To Your Executives

November 16, 2018

The Launch Edition of StreetReader Is Here When we set out to create StreetReader, we had a belief that investor relations officers and their teams needed a better way to communicate with their executive team. What we have learned over the past year is that StreetReader can solve many more problems. As one of our…

The Key to Productivity? Eliminate Reliance on Email

May 23, 2018

Because email is such a collaboration killer, teams that rely on it to function are rarely performing at optimum levels. It’s a story that’s all too familiar: You have a piece of valuable information you need to share with your colleagues and across the executive team. This communication is crucial to ensuring the current top-priority…

New SPAC From Goldman Sachs Could Be The Beginning Of A Trend

May 18, 2018

Goldman Sachs is launching a SPAC called GS Acquisition Holdings Corp playing the role of underwriter and sponsor. Goldman’s downside is likely $2MM while their upside could be over $300MM. It is reasonable to believe that this could take the SPAC market to a new level if other big banks or asset managers follow. Full…

The Bank is an App

April 22, 2018

A look at U.S. mobile adoption for JP Morgan, Bank of America, Citi and Wells Fargo: Why Goldman Sachs acquired Clarity Money Goldman Sachs acquired Clarity Money a few weeks back. So why did a global investment bank acquire a web and mobile app that helps people track and manage their personal finances? Full article…

The Best Free Mobile Apps for Financial Market Data

April 6, 2018

If you don’t have access to expensive professional products, these are the options for your iPhone. The best is Scout Finance, but there is room for improvement for all of them. I have been using market data products built for financial professionals my entire career. First as an equity research analyst and more recently building…