A Follow up on Inflation: The Disparate Effects on Company Values!
In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes,...
In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes,...
The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time periods, those recalibrations...
I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter...
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services...
As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our...
The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in...
It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the...
In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the...
Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors...