Investment Commentary

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Someone’s In A Mood…

In fact, a lot of people are in a mood and it’s a pretty foul mood. Understandably so, we would say, for there are quite a few things which are…

Well, We Got That Wrong…

Looking back at our year-end commentary, we did not think that Vladimir Putin would send his troops across the Ukrainian border and wreak havoc on his neighbor. We were obviously…

Bigger is Better…

For some time, businesses have had to deal with “supply chain issues”. “Logistics”, which was honed to a precise science in a world with international manufacturing, mining and transportation links,…

We’ve Seen This Before…

Stock and bond markets are certainly not behaving well in the early days of 2022. The bond market action is understandable and was predicted by us and many others. The…

Gobsmacking Profits…

Net income and growing net income, this is the “heart” of our capitalist system. This is why entrepreneurs get up in the morning and go to bed late at night.…

Taxes and Tax Reform…

No one seems to know what the plan is – that is the Biden tax plan to pay for the “Build Back America Better” infrastructure plan, a plan which has…

A Couple of Conversations…

Dialing Hong Kong China has been much in the news of recent. More specifically, President Xi and his pronouncements have captured a lot of newsprint. To many in the markets…

Replacement Parts

For some there has been for several months a “return to work” hesitancy. Unemployment benefits too generous, Covid worries too great, schools closed and childcare services too hard to find…

Mid-Summer Musings…

  Two fundamental forces move equity prices – earnings and interest rates. Of course, there can be other influences like politics, pandemics or wars at any particular moment in time…

EFFICIENCY OR RESILIENCE…PERHAPS BOTH

  Shortfalls of numerous products and materials have “thrown sand into the workings of manufacturing” around the world and has led to increases in inflation numbers, upsetting central bankers and…
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