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Here's what I left out of my newsletter earlier this week so paid subscribers could have the updates and some goodies.
Jul 23Comment 2Share
There's a lot of work primarily flowing to only two firms. Are they getting paid enough to perform their market gatekeeper duties?
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Jul 20CommentShare
Are some U.S. public company balance sheets overvalued by the use of digital assets, including stablecoins?
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Jul 7CommentShare
Coinbase had a very long punch list from the SEC and it took a while for the regulator to get its arms around forks, airdrops, and staking — rhymes wit…
Jul 2CommentShare
When a short-tenure CFO resigns unexpectedly it’s always worth taking a second look at what’s else has gone on
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Jun 16Comment 1Share
A panel on 10b5-1 plans at the SEC Investor Advisory Committee explained why Gary Gensler is now pointing a finger at insiders' trades. I hope Lordstow…
Jun 12CommentShare
DC's AG says yes, too, and that consumers pay more because vendors lose access if they complain about how an alleged monopolist squeezes them
May 31CommentShare
Progressives touted Biden’s choice of Gensler for SEC Chairman based on his track record on derivatives, but 11 years later that job still isn't finish…
May 25CommentShare
The answer may be found in a great book called, "The Chickenshit Club" by Jesse Eisinger.
May 17Comment 2Share
After the financial crisis the SEC seems to have decided accounting fraud is ok, as long as companies disclose it
May 16CommentShare
Over the years, Buffett and Berkshire Hathaway have acquired a lot of companies and paid quite a premium for the privilege.
May 1CommentShare
Will negative news doom the Robinhood IPO? A sentiment check on similar attempts to go public while facing a storm of controversy may be instructive.
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Apr 19CommentShare
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