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 »
Opportunistic times for businesses and investors. Remaining liquid to seize opportunities as there will be. Most real assets have NEGATIVE expected returns in this current environment and then add inflation on top of that. Having cash at least only has the inflation factor. We have been entrepreneurs and investors since pre-2000. Our current manufacturing business
Observations 2H2022 – Nov Read More »
What we are seeing on the B2B Manufacturing front… First, let’s begin with the distinction between nominal and real. We live in a nominal world and most data is reported in nominal terms such as PMI manufacturing data. When business owners speak of their outlooks it is in nominal terms. The difference is inflation. REAL
Observations 2H2022 – Oct 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
