Some of my writing since 2017

Check out my email newsletter theModel. I send it out on a weekly basis with a list of interesting articles in the world of business news. Most focused on tech or tech-enabled businesses and the commercial side of investment banking and asset management.

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…

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…