There are many lessons from the 1970’s and 80’s “Big Inflation” about interpreting reported financial results to determine if a public company is doing well or not. One of those lessons was wage inflation lagged, not led, price increases in goods and services. This stretched out the period of recession and was aptly named “stagflation”. […]
Inflation Playbook May Distort Reported Earnings Read More »
After decades of globalization where manufacturers expanded supply chains to access low labor cost countries like China and Vietnam, manufacturing is coming home. Here is a chart from The Daily Shot showing China wage advantages versus the US have declined: According to a recent article in Bloomberg titled “CEOs Start to Turn Supply-Chain Reshoring Talk
Manufacturing Is Homeward Bound Read More »
My recent research on financial literacy has helped me understand credit cards may be the number one enemy of consumer welfare for the foreseeable future. Here are some of the top ten findings from an article by Samantha Rose on December 22, 2021 writing for OPPU at www.opploans.com about the financial condition of all generations
Credit Card Toxicology Report Read More »
When I got my first job in 1976 going out for dinner was a new experience. As associates in a law firm you were asked to help recruit summer interns who might be candidates for a permanent job. The big problem was none of us had any credit and our law firm was not ready
TikTok Promotes Financial Responsibility Read More »
Elon Musk shocked many private equity firms when he proposed acquiring Twitter in a going private transaction for $44 billion plus fees. Twitter had struggled after the recent departure of its bearded co-founder and CEO/messiah, Jack Dorsey. Here is a chart of Twitters stock price since April 2017 courtesy of Yahoo Finance. It shows that
Musk Eschews Deal Math Read More »
Quantitative easing was pure honey. Buying low yield, new issue Treasury bonds, buying government mortgage-backed securities, and providing overnight liquidity with yield through a repo facility were the important tools for 21st century central banks. They worked beautifully and provided liquidity and momentum for just about every asset class on the planet. They were also
Tightening Its Own Noose Read More »
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