Inflation challenges rise – worry about the macro but focus on the micro

Sometimes you need to step back, take a deep breath to separate the wood from the trees.The economic environment has changed massively. The changes are not just cyclical or temporary as the economy moves up and down. And changes cover both economic and social aspects. Businesses need to adapt to both near-term shifts, but deeper […]

The economic cycle has turned and the piper needs to be paid.

Warren Buffet once commented that when the tide goes out, you find out who has been swimming naked. Skinny-dipping has been rampant. The economic cycle has turned and the piper needs to be paid. Inflation is rampant. Taming inflation is not growth (think business revenue), margin, or asset price friendly. Night follows day just as […]