Michael’s CIO (Check-It-Out) Report on the week just past — events, sarcasm, and global macro reflections — September 19, 2022 — THEME: Duck, Duck, Goose Duck, Duck, Goose is a children’s game where A) You know exactly what’s going to happen, B) You know who’s going to do it, but C) You don’t know who it will effect; i.e., you don’t know who will be the goose GL🌍BAL Duck, Duck, FedUp: A)…

Caffeine, taurine, mushrooms, adaptogens, coffee, tea, and a whole lot more — September 13, 2022 Innovation in the energy-drink category? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by The Food Institute in an article — by Kelly Beaton, “Surge of Energy: Energy Drinks Market Overflowing” — regarding the crowded energy drink category and how energy drinks vie to differentiate themselves.

Refocus on marketing and capital expenditures — September 7, 2022 — 5G wireless versus wireline? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Reuters in an article — by Yuvraj Malik, “T-Mobile sells wireline business to Cogent for $1, expects hefty charge” — regarding T-Mobile’s sale of its wireline business (originally acquired from Sprint) for…

Michael’s CIO (Check-It-Out) Report on the week just past — events, sarcasm, and global macro reflections — August 8, 2022 — THEME: Putin on the risk (not Puttin’ on the Ritz) GL🌍BAL Putin on the Risk (not Puttin’ on the Ritz): Vladimir Putin, President of Russia, created a tsunami of turmoil with his invasion of Ukraine; the ripple effects will persist for years: safety and sovereignty concerns across Europe, a refugee problem of over 10MM displaced Ukrainians, high…

VC’s search for advantageous pricing and target return multiples — August 7, 2022 — Public markets influence private venture capital Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Reuters in an article — by Niket Nishant and Mehnaz Yasmin, “U.S. …

A visual search engine — August 1, 2022 — What does Elliott Management see in Pinterest? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Reuters in an article — by Yuvraj Malik, “Pinterest shares surge after Elliott discloses it is the largest shareholder” — regarding activist investor Elliott Investment Management disclosing that it owns the largest…

Michael’s CIO (Check-It-Out) Report on the week just past — events, sarcasm, and global macro reflections — August 1, 2022 — THEME: CHiPs, rece??ion — I want my MeTaVerse GL🌍BAL Tug of War: The U.S. Federal Reserve and the European Central Bank are in a tug of war! Not with each other, but with inflation. …

Subscription boxes — July 29, 2022 — Can you cut expenses and improve lifestyle? Yes! Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Investor’s Business Daily in an article — by Paul Katzeff, “Cut Yearly Expenses By $2,000, Boost IRA Savings By $140,000” — regarding ways clients of different ages can save on their monthly…

Mega Millions — July 28, 2022 — What to do if you win the lottery? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Insurance NewsNet in an article — by Doug Bailey, “Financial advisors weigh in: What to do if you win the $1 billion lottery” — regarding what you should do first if you…