Make The Most of Disruption’s Hidden Opportunities

This spring’s proxy season doesn’t punish weakness — it exposes gaps between narrative and performance. Companies trading at premium multiples with flat returns aren’t avoiding scrutiny. They’re attracting it. The new activist thesis is simple: when narrative outpaces performance, the disconnect becomes the bullseye. Targets are no longer limited to operational underperformers. They include companies whose equity […]

I wrote Paul S. Atkins, chairman of the U.S. Securities and Exchange Commission (SEC) to oppose making quarterly earnings reporting optional. The idea is being framed as modernization. It is not. It would weaken market discipline at a time when transparency and trust matter more than ever. On March 16th The Wall Street Journal reported that regulators are […]

A January article in O’Dwyer’s proposes that in 2026, the strongest financial brands will not simply tell compelling stories—they will “signal readiness.” The argument reflects something real. Financial markets, trading systems and information that drives them move at ludicrous velocity. Information cycles compress. Investor sentiment can pivot in minutes. Liquidity conditions can tighten without warning. […]