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Got A Flu Shot At The Drug Store? You’re Not Alone

The number of people getting a flu shot at a pharmacy skyrocketed from 3.2 million to 20.9 million between 2007 and 2013, but that doesn’t mean more people are getting vaccinated. The study, published in the journal Vaccine, shows that […]

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The Definitive Book On Factor Investing

Smart beta. Empirical finance. Evidence-based investing. These terms, which were in the periphery of the investment vernacular just 10 years ago, have become the investment world’s most popular memes today. Why? Investors have been disenfranchised from traditional forms of active […]

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Beware Robots Bearing Beer

The robots are coming … and they’re bringing the beer. I’ll admit that I don’t think it’s what Philip K. Dick — renowned science-fiction author whose stories spawned such movies as Blade Runner, Total Recall and Minority Report — and […]

Apollo Global Management Surprises With Strong 3Q

Apollo Global Management Surprises With Strong 3Q

Apollo Global Management finished off a positive week for private equity’s major players, turning in yet another unexpectedly robust 3Q earnings report. The firm reported economic net income of about $231 million for the quarter, equivalent to 58 cents per […]

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Google, Apple And Market Signaling

It has been a big month for product announcements by major technology companies and I see some valuation implications.  First, Alphabet AKA Google has now introduced a first rate phone.  I have been using mine for about a week and […]