Archive for March 2022
Economy On The Edge
Here’s the U.S. economic situation for Monday, March 14. Markets have been careening around, especially following the invasion of Ukraine. But our bigger challenges are already baked in. These summary statements are my simplified take on recent data. After that, I follow with detail and documentation, in case you want to investigate further. Here we…Read More
How’s Your ESG?
Strange that so many companies would have the same responses, all at the same time. And then, suddenly, do something completely different. All at the same time. According to The Godfather School of Business: Someone is making them an offer they can’t refuse. Have you ever been in a corporate meeting, when a decision —…Read More
The Oil Situation
We went from abundance to a train wreck in two years. The Ukraine invasion just made it more obvious. Oil shortages will cause other shortages. There’s little time left to get it right. Here’s what we know… Oil Price Time Line Less than two years ago, the US produced so much oil that there was…Read More
Commodities are through the roof. Stocks are falling. It wasn’t caused by Russia invading Ukraine. I went back and checked the charts. Trends started between NOV, 2021 and JAN, 2022. Stocks Down Hard The Dow and the S&P hit their highs in early January. As of this writing, March 07 trading closed down hard.…Read More