We are starting to see stock buyback action comparable to the last time we were late in the business cycle. Continue reading “Market Monday #4: Boom & Bust”
Falling rents may drive a brick-and-mortar retail recovery. After taking a beating for years, could agricultural commodity prices do the same? Continue reading “Market Monday #3: Supply & Demand”
This is the 2nd edition of my new weekly economics digest. You can read the first edition here. Owning businesses is tough, especially when you own stocks and face price volatility. The most successful investors ignore the noise of price voluntary and focus on the core aspects of the business that affect its long term profitability. Even that is not as easy as it sounds. Continue reading “Market Monday #2: Volatility”
Welcome to Market Monday! Check in every Monday for this weekly economic digest.
Capitalism has long had an addiction to debt, and this week’s headlines show that it is off the wagon again. Governments, corporations, and households are getting in over their heads again. Continue reading “Market Monday #1: Capitalists Addicted to Debt”