HPE Unaffected Day After Hack Announced

The day before Thanksgiving the Navy announced a breach of a sailor’s PII on a laptop operated by HP Enterprise. The announcement came after hours which means our first trading day was the day after Thanksgiving. HPE closed at 23.22 on Friday and our bullish after hack thesis is still working the next trading day […]

Wendy's Breach is Yuge, But Saved By Brexit

Once again news of organized crime hackers is all over the news. This time $WEN keeps slowly upping the severity of the breach over time. This seems to be getting worse day by day, but it is still nothing compared to $BP failing to plug the leak for weeks. This news cycle has been all […]

Efficient Markets in Security

We have a question from #DTsR listener @fsmontenegero regarding security and efficient market hypothesis. That is a very broad topic that could go in many different directions, and the ambiguous answer is one that people are sure to dislike. @Wh1t3Rabbit @dearestleader loved your recent pod cast. Any thoughts on security and efficient market hypothesis? — […]

Where Are The Infosec Activists

In continuing our exploration of the world of Corporate risk and the markets we will take a look at the role of activist investors, who they are and what they want. Activists are becoming a prominent factor in how the Board and C-Suite address investor demands. Their activities affect all aspects of a company and […]

Following The Anthem Hack In The Market

The next company that is allegedly going out of business from hackers has been discovered. $ANTM supposedly had around 80M records taken. If only they were filming a movie about North Korea at the same time. We can see that amid all the panic that the professionals were moving into the stock. The first observation is […]

JPM Doubles Security Budget

Among more grandstanding, Only fall of global firm will shake up cyber security, we have found some interesting news about $JPM. They have doubled their information security budget. We will need to see what CEO Jamie Dimon has to say in his next letter to the shareholders, but this is an extremely useful tip. In his […]

Standard & Poor's says breaches have no material impact

  Surprise! Staples (NASDAQ: SPLS) had a breach and the financial industry once again says it is not a major event. Standard & Poor’s is not a small organization and they’re usually right, except when downgrading the US. You never downgrade the US. So far data breaches still fall into the nuisance category. This is […]

Home Depot earnings indicate there is no fear

Home Depot (NYSE: HD) continues to grow with consumer fears of the data breach well behind us. Consumer behavior continues to demonstrate that the public is not bothered by these events. Earnings and the stock price continue to rise after the breach which goes against the conventional wisdom in Infosec that customers will leave after […]

Target Continues to Conquer All

Black Friday is back and the retail sector is better this year.  According to reports Target (NYSE: TGT) sales figures are up 40% over last year. Consumers really did not care about the hacking last year, and this continues to prove that such events are largely forgotten and do not influence consumer behavior. As we […]