All of my writing since 2017


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…

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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…

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Introducing StreetReader

February 16, 2018

Upgrade your Investor Relations communications What is the most important factor driving group effectiveness? Is it strong leadership, a clear vision, or well-defined roles? Perhaps the key is stable team membership, adequate resources, or incentives and recognition? A Harvard study on the question found a surprising answer — none of the above. In fact, the…

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Pre-Announcing StreetReader

November 1, 2017

Today, I am happy to announce a new product to help make leveraging the capital markets more efficient for public companies. The capital markets and institutional investing businesses are evolving rapidly, and these changes are creating many new challenges. There are changes in regulations, technologies, data, communication tools and more. While I have spent many…

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