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Category Archives: Main Page
Excess consumption is the other disease that plagues us
Thirty years of progressively higher consumer spending and debt have coincided with rising corporate profits, low savings rates, gambling preoccupation and boom-bust asset cycles. All were deleterious to present resilience as we encounter the first economic depression since the 1930s. … Continue reading
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Cash used for share buybacks can be clawed back
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
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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