Monthly Archives: May 2020

Cash used for share buybacks can be clawed back

Posted on May 12, 2020 by Danielle Park

As I have mentioned many times, in recent years public corporations have squandered trillions in cash on stock buybacks (deemed illegal until 1982) at the expense of their balance sheet strength and cash reserves for unexpected events (which always happen). … Continue reading →

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Getting into a lockdown is easier than getting out

Posted on May 11, 2020 by Danielle Park

Some important observations in this segment. Hedgeye President Michael Blum presented a nuanced look at how various governments around the globe have approached their respective Covid-19 lockdown policies so far. And, more importantly, what their plans are going forward. Blum … Continue reading →

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Good watch: Spectacle with Elvis Costello

Posted on May 8, 2020 by Danielle Park

This show was a UK/Canadian production of twenty 50-minute episodes over two seasons 2008-2010.   They are now available on YouTube.  Two of my favourites are below: Diana Krall with Elton John, and The Police.  All offer a nice break from … Continue reading →

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