This author has yet to write their bio.Meanwhile lets just say that we are proud Danielle Ricci contributed a whooping 391 entries.
We’ve expanded our coverage today to include a number of topics our customers have been requesting to help them with their fixed income investing. There are two major new areas covered – Municipal bonds – this includes adding research on the bonds themselves, government infrastructure plans which are critical for modeling the risk on the [...]
Who is benefitting from a down stock market, millions of lay offs, and a depressing economy? It turns out there are pockets that are doing really well – like entertainment vendors, consumers in the market for discounted luxury goods, and global online auction websites, particularly China. The reason is that the level of unemployment and [...]
Here’s an interesting chart on the relationship between rumor, blogs, news and the stock price for Apple around Steve Job’s health . The period is Dec 22 thru Jan 5. The red line is blog volume on his ill health, the blue line is formal reported news on his health and the black curve is [...]
Here’s another example of management turnover signalling structural changes coming in a company. The WSJ reported on Saturday that Clear Channel, the largest radio and outdoor advertising company in the US, is planning to lay off 7% of its workforce, or 1500 people. It’s behind its competitors in doing a restructuring because of the 18 [...]
Satyam’s disastrous news of financial fraud two days ago – which sent the stock plummeting again – could have been seen in advance in the turnover at the top at the end of December. The company had struggled with two acquisitions last year – which we now learn were intended as a last ditch effort [...]
I did some interesting analysis of management churn in advance of the rumored Yahoo layoffs tomorrow. Check this comparison out: We’ve seen (and I’ve blogged about) the brain drain at Yahoo, but over the past few months it’s continued and it is dramatically severe when compared to their competition and other major tech players. On [...]
There are good days and bad days running a small company, and then there are great days that make it all worth while. I received the following email from a customer today about one of our support guys – this is what we aspire to for every customer! Hi Penny – I hope you are [...]
My team were prepping me for a talk I am giving at NYSSA next week, and gave me some great statistics on why it is now so important to incorporate the web into your research process. For anyone who needs to get up-to-date, relevant information on business topics, if you don’t have an application to [...]
I sat in on a great panel at the Web 2.0 Summit yesterday. We had executives from the health care, legal and media spaces discussing The Challenges Faced by Traditional Industries Embracing a Web 2.0 World. I discussed FirstRain’s perspective on what we’ve seen in the financial services world. In this world the challenge in [...]
The California team at FirstRain held a pumpkin carving contest again this year – following up from last year’s very successful competition. The challenge was to create a scary pumpkin. We had a bat and a blood sucking loan agent, but the winner was Sarah Palin – the scariest thing the winning team could think [...]
