Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
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Machine Trades with a Hammer and Taking the Other Side (Trading the Vol Beneath the Surface)
The recent sell-off and bounce back of Target Corp (TGT US) (Beta of 0.4 – 0.6!!) last week tells a story of volatility not told by the VIX Index...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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A Map for the Future of Personal Mobility, Part 1 of 2: United States
Rising urbanization and the broad adoption of mobile internet are encouraging dramatic changes in the way Americans use personal automobiles...
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Back to Ridiculous Food Prices in HK; Food Vs Property Yields (... So Long to Friends at Mandarin)
I check 1-2x a year food price changes in HK, often comparing with US prices. I also kick tires on apartment rentals and constantly compare the...
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