No Retreat, No Surrender
Analyzing and commenting on the hot topics in business, politics, and economics globally
I do not play favorites nor do I criticize to be malicious or disrespectful. My goal is simple: Provide opinions that help cut through noise, educate, uncover lies and half-truths, and provide clarity.
Ford Motor Company Has A New CEO. This Is What He Must Do To Save The Company
A staggering fact regarding the Ford Motor Company is this: Ford is $155B in debt. The company has around $35B of cash on hand but with sales at their lowest levels in years, Ford has a high cash burn rate covering operating expenses and payments to prior loans....
Amazon Should Acquire American, United Or Delta Airlines
I posted multiple times on LinkedIn in 2019 and 2020 that I believed either Microsoft, Google or Facebook should acquire TikTok from their parent company, ByteDance. Most members of LinkedIn disagreed with the recommendation. Fast forward to the present and it appears...
What’s Next For Instacart?
Articles about Instacart continue to appear in the press but for all the wrong reasons. The most recent articles outline that Instacart workers are losing money because bots are being used by some Instacart workers to snatch the most lucrative orders within...
This Is How To Lower The Cost Of Groceries
The Labor Department reports that food prices have increased to their highest levels. Prices for meats, poultry, fish and eggs increased the most rising 4.3% Stated simply, consumers are being crushed by the price of groceries. Will prices come down? No. They're...
This Is Why Jeff Bezos Isn’t Afraid
I am often asked what the future holds for Amazon? One school of thought is that Amazon is becoming so large that the U.S. government will break them up. Another school of thought is that the larger Amazon becomes, the more challenging it will be for the company to...
Will Microsoft Acquire TikTok’s U.S. Business?
Since 2018, I have made the argument that Microsoft and LinkedIn can revolutionize retail. Specifically, what I have suggested is that LinkedIn become an integrated e-commerce and social media platform. In addition, I have argued that Microsoft can make acquisitions...
Is The Economy Headed For A Cliff?
A recent article in CNN poses the question if the economy is heading for a cliff? I believe it is certainly a possibility. I disagreed with shutting down the economy for one reason: Superpowers don't have the luxury of shutting down their economies because they're...
Merging JC Penney With Belk Is Meaningless
If the news that Sycamore Partners is going to acquire the struggling (near death) retailer JC Penney, and merge it with the struggling retailer Belk, are true, it means one thing - the retailer and name JC Penney is about to disappear. Details are in the article I...
Tesla, Nikola and Hyliion – Who Will Win The Electric Truck Race?
Interest in companies that manufacture electric Class 8 trucks (think big semi-trucks pulling trailers) is exploding. The companies generating the most interest are Tesla and Nikola. However, there are other players in the market. Tesla thinks battery-electric...