by Erik Kobayashi-Solomon | Mar 9, 2018 | Commentary
Yesterday morning, Cigna CI announced that it will acquire the equity of Prescription Benefits Manager (PBM) Express Scripts ESRX for $52 billion – $54 billion in a combined cash and…
by Erik Kobayashi-Solomon | Feb 22, 2018 | Commentary
Even people who love their Tesla cars, are planning to get Tesla solar roof panels, and who are saving up for a ride on Space-X must admit one thing: Tesla…
by Erik Kobayashi-Solomon | Feb 9, 2018 | Commentary
Time heals all wounds, but the wounds of the recent market drop as evidenced by elevated option premia are still fresh. The so-called “Fear Index,” the VIX, traded down to…
by Erik Kobayashi-Solomon | Jan 25, 2018 | Commentary
I have done a lot of writing about General Electric over the last few years, and the company’s rapid decline and fall have caught me by surprise. This surprise is…
by Erik Kobayashi-Solomon | Jan 12, 2018 | Commentary
In September of last year, I published an article to Framework Members entitled Discard CAPM – There Is a Better Way to Think About Cost of Equity. To make a…
by Joe Miramonti | Jan 12, 2018 | Commentary
Investing’s role in the social fabric of our western world has changed. It has become a life skill. Twenty years ago, the demands of “personal finance” stopped at knowing how…
