Publications
August 4, 2013
Weekly Report 13-32
“REACTING TO IMPULSES INEVITABLY LEADS TO WRONG INVESTMENT DECISIONS… Since we are genetically programmed to crowd when we feel comfortable and flee when we sense danger, people want to invest in equities near the top and sell into every panic… But over 90% of returns are determined by asset classes, so allocation is the largest... Continue
July 28, 2013
Weekly Report 13-31
FAMILY BUSINESSES OFTEN BECOME STAGNANT due to lower engagement of external talent, risk avoidance (in order to preserve wealth for future generations), but mostly conflict between the objectives of next-generations along with the inherent “emotional-laden nature of family business.” A recent survey of 200 family-run Swiss firms focused on ‘entrepreneurial orientation’ – correlating their degree... Continue
July 21, 2013
Weekly Report 13-30
“WORKPLACE BOUNDARIES ARE EXPANDING DEEPER INTO EMPLOYEES’ LIVES, especially now that mobile technology is taken for granted… Afterhours intrusions have now become routine…with emails or calls while commuting, shopping, or sitting down to dinner.” A recent survey indicates 42% of employees report afterhours work- related communication including weekends, and another 9% have bosses who “expect... Continue
July 14, 2013
Weekly Report 13-29
AMERICA’S DOMESTIC NONFINANCIAL COMPANIES ARE STILL SITTING ON TRILLIONS OF DOLLARS OF CASH; The four largest (all technology: Apple, Microsoft, Google, Cisco) alone hold over $300 billion, and many politicians are increasingly “demanding that they start spending in order to create jobs and boost the economy.” Corporate giants have so far ignored both the politicians... Continue
July 12, 2013