Nike, FedEx, and The Fed

Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera company that had already invented the future but couldn't bring itself ...  Show more

Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an IRA, 401(k), or HSA), you can sell it, take the loss, and use it ...  Show more

Both FedEx and UPS are doing a lot of business with e-commerce companies, especially Amazon. But after one disastrous Christmas season when both companies have difficulty delivering in time for Christmas, Amazon decides it’s time to bring shipping in-house. Going forward, UPS and ...  Show more

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka kee ...  Show more

With UPS expanding aggressively into Europe and other continents, FedEx decides to bet big on China. But it’s a risky strategy that initially looks like it’s going to fall short. Meanwhile, UPS tries to maintain its competitive advantage by pushing for more productivity from its ...  Show more

XPO Logistics is one of the largest freight and logistics providers in the world. Following steady growth over the last 5 years, shares are down more than 50% from their October highs. Bill Barker, a portfolio manager a MFAM Funds, joins Industry Focus Host Nick Sciple to shed li ...  Show more