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Category: The Financial World Out There

The Twitter IPO: Are We Partying Like It’s 1999?

Today, at roughly 9:45 a.m., I’m walking in Ess Eff Sea Eh on 2nd Street at Mission, heading towards Market, and my cool-car detector fires off, as I see a red Ferrari convertible going through the intersection, headed towards 1st Street. This is the car:   That’s it, right down […]

Financial Advice for Normal Folks

Everyone should have access to financial advice, right? I think we can all agree on that — or at least we can agree that it would be a good thing if we all had some way to obtain financial advice. But the world in which we live does not offer […]

The Treasury’s Checkbook: Healthy or Not Healthy as We Peer Into the Debt Default Abyss?

Looking at a couple of statements from your day-to-day checking account, I tell new clients in our first working meeting, is like looking at the lab results your doctor orders when you have a physical. Staring out from those pieces of paper [pdf files] are a bunch of numbers that […]

A Scale-Tale: How Big is a Business with 400 Employees?

I am a student of scale — a collector of scale-tales. It all began decades ago with the wonderful book The Seven Mysteries of Life, by Guy Murchie, a life’s-work sort of undertaking for him, full of interesting notions interspersed with the author’s cute drawings and beginning with a chapter […]

Investing Is Simpler than You Think, Part 1: The Rise of Self-Directed Investing

I came of financial-career age at E*TRADE in the late 90s. The commercialization of the Internet was in its infancy back then, and so too was the world of online stockbrokers like E*TRADE and Schwab and Ameritrade and Datek (long ago hobbled and then subsumed into Ameritrade). At the juncture […]