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The Dollar Milkshake Theory and the Weaponization of the US Dollar
The Dollar Milkshake Theory, proposed by Brent Johnson, offers a unique perspective on the potential consequences of the US dollar's dominance as the world's reserve currency. This theory suggests that the Federal Reserve's monetary policies, particularly its tightening measures, could inadvertently lead to a global financial crisis and further solidify the dollar's supremacy.[1][2] The Theory's Premise The theory draws its name from the analogy of a milkshake, where the Fede

Elias Zeekeh, MBA, CPA, CMA
Jun 13, 20242 min read


Navigating the Competitive Landscape: Apple's Multifaceted Challenges and the Antitrust Conundrum
In the ever-evolving tech industry, Apple Inc. stands as a colossus, renowned for its innovation and market dominance across various product and service verticals. From the sleek iPhone to the versatile MacBook, the intuitive Apple Watch, and the immersive Apple Music and Apple TV+, Apple's offerings have consistently set benchmarks. However, the path to maintaining its market leadership is fraught with challenges, especially as the company navigates stiff competition and the

Elias Zeekeh, MBA, CPA, CMA
Mar 27, 20243 min read


Harnessing Growth and Managing Dilution: The Strategic Role of Convertible Notes with Capped Covered Calls
Convertible notes with capped covered calls are innovative financial instruments that have now been effectively utilized by companies like Uber, SoFi, and Coinbase to raise capital while managing risk. This blog article explores how these instruments work and their benefits for both the issuing companies and their investors. Understanding Convertible Notes with Capped Covered Calls A convertible note is essentially a form of short-term debt that converts into equity, typicall

Elias Zeekeh, MBA, CPA, CMA
Mar 14, 20243 min read


NYCB Stumbles on the back of Signature Bank deal
New York Community Bank (NYCB) has recently faced significant challenges, which have been exacerbated by its acquisition of a large portion of the failed Signature Bank. This move, while strategic in expanding NYCB's footprint and deposit base, has occurred amidst a backdrop of internal turmoil, public scrutiny, and a pressing need to raise capital. Executive Shake-Up and Financial Strain NYCB's stock plummeted following the dismissal of its long-serving chief executive and t

Elias Zeekeh, MBA, CPA, CMA
Mar 6, 20242 min read


SoFi Technologies, Inc. Announces $750 Million Convertible Senior Notes Offering to Support Growth and Capital Optimization
SoFi Technologies, Inc., a prominent player in the digital financial services sector, recently announced its plan to issue $750 million in convertible senior notes due in 2029. This move is aimed at qualified institutional buyers and is part of a broader strategy to strengthen the company's capital structure and support its growth initiatives. But what does this mean in simpler terms? Let's break it down. What are Convertible Senior Notes? Convertible senior notes are a type

Elias Zeekeh, MBA, CPA, CMA
Mar 5, 20242 min read


Apple's Strategic Shift: From Self-Driving Cars to Leading the AI Revolution
Apple Inc. has long been recognized for its strategic entry into markets where it may not be the first mover but often becomes the most transformative. This pattern of entering markets late and then revolutionizing them through innovation has been a hallmark of Apple's approach to business. The company's recent decision to shut down its self-driving car project and reallocate resources towards artificial intelligence (AI) underscores a strategic pivot that could herald its en

Elias Zeekeh, MBA, CPA, CMA
Mar 4, 20243 min read


Block Earnings Summary: A Strong Finish to 2023 and Promising Outlook for 2024
Block Inc., the fintech giant known for its innovative payment solutions through Cash App and Square, has recently unveiled its earnings for the fourth quarter of 2023, alongside an optimistic forecast for 2024. The company's performance exceeded expectations, showcasing robust revenue and profitability growth, and setting a positive tone for the year ahead. Q4 2023 Performance Highlights - Revenue Growth: Block reported a significant revenue of $5.77 billion for the fourth

Elias Zeekeh, MBA, CPA, CMA
Feb 23, 20242 min read


What Does Amazon's Inclusion in the Dow Jones Industrial Average Mean for Investors?
Amazon's recent addition to the Dow Jones Industrial Average (DJIA) reflects the evolving nature of the American economy and the index's adaptation to changing market dynamics. This move could potentially be beneficial for Amazon's stock price, and here's why. The Dow Jones Effect The DJIA is one of the most widely recognized stock indices globally, and it includes 30 of the most significant and influential companies in the U.S. economy[1]. Being part of this index can lead t

Elias Zeekeh, MBA, CPA, CMA
Feb 21, 20242 min read
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