The Sunday Brief

Connecting technology, telecommunications, and the internet

Incumbent in Name Only

Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief.  Here’s a snapshot of the carnage from the week that was (versus 2019 market gains): As many in the financial community have already...

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The New T-Mobile – A Passing Shower or Cat 5 Hurricane?

Greetings from Atlanta, GA (Dwarf House, a.k.a. the Original Chick-fil-A restaurant pictured), and Charlotte, NC.  This week’s issue will be entirely devoted to the implications of Judge Marrero’s decision (here) on the telecommunications industry.  Because of word...

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Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?

Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte.  The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains.  Regardless of the outcome,...

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The Unintended Consequences of an Attorneys General Victory

Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake).  Thanks again for the emails and comments on last week’s column –...

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Chronicling AT&T’s Divestiture

End of year greetings from Fraser, CO and Lake Norman, NC.  This has been a week of reflection, not only on the year but also on the decade that was.  Taking some time to contemplate the changes that have occurred over the past ten years is instructive and helpful. ...

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