The Sunday Brief

Connecting technology, telecommunications, and the internet

Watch the Comments

This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.

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The Economizing Effects of the Essential Economy

Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent.  Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident.  This has been a tough week in...

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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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Programming Tomorrow’s Network

Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo).  There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ Deutsche Telekom/ Sprint/...

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The Long, Long Run

Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, NC (where it really feels like winter even though it’s mid-November).  This week’s TSB is less about the week’s events and more about strategy fundamentals.  Next week’s edition...

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