QUBE COMMENTARY

Qube Quarterly (Q4)

31 January 2018

Beware the Bubbles...

In his first annual Letter to Shareholders, back in 1997, Jeff Bezos (Founder & CEO of Amazon) remarked that Amazon was living in Day 1.

Qube Quarterly (Q3)

18 July 2017

The Power of Pepsi: Looking Past a Social Media Catastrophe

The new axiom: you can't judge a company by its ad campaign.

Qube Quarterly (Q2)

24 April 2017

What's in Our Universe?

 

Two out of the three worst Bear Markets to hit the US financial system occurred within the last 15 years. Each emphasized a general failure to acknowledge the role that irrational psychological factors had in driving markets during the preceding period.

Qube Quarterly (Q1)

3 November 2017

From Design to Distribution: We Look at Two Components of the Modern Marketing Machine

 

As internet access continues to proliferate across the globe, advertisers have increasingly shifted resources from traditional forms of mass marketing, (newspapers, magazines, television, radio, etc.) to the digital world. 

Qube Quarterly (Q4)

1 January 2017

Trump 2017? Dealing With a New Political Era

It came and went. What seems to have been the most divisive and ugly political campaign in modern history has ended and a new era of American politics and policy has begun.

Qube Quarterly (Q3)

4 October 2016

Gold: Are We Holding Out For A Hero?

“Gold is a way of going long on fear, and it has been a pretty good way of going long on fear from time to time. But you really have to hope people become more afraid in a year or two years than they are now. And if they become more afraid you make money, if they become less afraid you lose money, but the gold itself doesn’t produce anything.”

Qube Quarterly (Q1)

7 April 2016

2016: The Best of Times

"I believe that today, 2016, is the greatest time to be alive in the history of the world. Further, it is also the greatest time to be an investor."