08/10/2022

Are family businesses more resilient?

While the share prices of family-owned businesses slumped by 23.7 percent during the first phase of Covid, companies without a family shareholder saw their share prices drop even more – by 30.7 percent.

08/10/2022

No pain, no gain?

What comes next though is more ambiguous, but it’s unlikely to be as simple as good news is bad news, as investors deal with a Fed pivot pushed further into the future and conflicting signals on the US economy.

08/08/2022

Low Cost is not Low Price

“Just buy something for less than it’s worth.” - Warren Buffett in an address to the faculty of Notre Dame, 1991.

08/05/2022

Slowdown or slump?

It is the savings (and borrowing) behavior of consumers that is likely to make the difference between a slowdown and a slump.