Rare Finds
As investors ponder the business environment after Covid 19, they must ask themselves “what will be rare and valuable?” Two types of businesses that meet these criteria are consistent [...]
It Would be A Shame!
If you came through this crisis and did not take advantage of the many opportunities, it would be a shame. Financial downturns are a great time to add to and upgrade assets. No use complaining [...]
Not If, But When
The U.S. economy will reopen. Listening to the business channels, one can hear many pundits’ opinions as to how and when. The truth is no one knows. The Federal Reserve and U.S. Treasury [...]
E – Don’t Mean a Thing
Earnings are now being reported for the first quarter. It’s interesting to see how companies did going into the current economic shutdown, but of little predictive value. The [...]
Blinded By The Corona
Blinded by the Corona; this was a quarter when a medical disaster turned into a financial one. Totally unprepared for this epidemic, officials resorted to the blunt tool of shutting down [...]
