Opportunistic times for businesses! 1. This time period may last for “some time” however this is when companies improve & differentiate, grow market share, expand into new industries, acquire, & new leaders emerge. Cost Reduction is top focus. Since Q1. Reducing spending & minimizing discretionary expenses (ones we can control) “cutting excess & fat” Restructuring […]
Week of Nov 13: Macro Analysis Read More »
CPI Report came in slightly cooler (lower) than estimates projected. The one I rely most on is the Cleveland FED which had forecasted: CPI 8.09% Y/Y, .76% M/M CORE 6.58% Y/Y, .54% M/M The actual CPI Report was: CPI 7.7% Y/Y, +.4% M/M CORE 6.3% Y/Y, +.3% M/M I will go over the details of
Week of Nov 6: CPI Report Read More »
As the famous Charlie Munger once said, “The best thing a human being can do is help another human being know more.” From the business side: Cost Reduction is top focus. Since Q1. Reducing spending & minimizing discretionary expenses (ones we can control) “cutting excess & fat” Restructuring – streamlining supply chain & possible vertical
2H2022 – November Macro Highlights Read More »
Emerging markets. Is that where the next party will be? It appears that US and Europe are headed for stagnation and persistent elevated inflation which may open the doors of opportunity for less developed countries like India and South America. I am sure there are many out there so this is not an all inclusive
