QUBE COMMENTARY

Qube Quarterly (Q3)

1 October 2018

The Investment All-Stars: 2018 Edition

Jesse Livermore was the iconic American boy living the American dream. In a few short years, he would transform his modest beginnings and elevate his role from street kid to a king: King of the Modern Stock Market. If investment managers were put on playing cards, Jesse’s card today would be one of the most cherished.

Qube Quarterly (Q2)

10 August 2018

Reward. Risk. Reward. Risk. Reward.

My phone rang next. A reporter wanted to know what I thought would happen to the global stock markets. I was numbed and unable to offer an intelligent response. Thousands of people were dying before our eyes. Why would anyone care about the stock markets at a time like this?

Qube Quarterly (Q1)

12 February 2018

Choppier Waters Ahead: A Return of Volatility in 2018

The dramatic spike in market volatility this year has understandably caused some unease, especially when viewed against the backdrop of last year’s relative calm.

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 COMMENTARY

Qube Quarterly (Q3)

1 October 2018

The Investment All-Stars: 2018 Edition

Jesse Livermore was the iconic American boy living the American dream. In a few short years, he would transform his modest beginnings and elevate his role from street kid to a king: King of the Modern Stock Market. If investment managers were put on playing cards, Jesse’s card today would be one of the most cherished.

Qube Quarterly (Q2)

10 August 2018

Reward. Risk. Reward. Risk. Reward.

My phone rang next. A reporter wanted to know what I thought would happen to the global stock markets. I was numbed and unable to offer an intelligent response. Thousands of people were dying before our eyes. Why would anyone care about the stock markets at a time like this?

Qube Quarterly (Q1)

12 February 2018

Choppier Waters Ahead: A Return of Volatility in 2018

The dramatic spike in market volatility this year has understandably caused some unease, especially when viewed against the backdrop of last year’s relative calm.

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.