Jun 2, 2022 | Observations
We are just a few days from the return of a large number of ships to the Port of Los Angeles/Long Beach. More than 500 ships have been stuck of the coast of China waiting for ports there to reopen. Goods need to be dropped off and new good picked up. The...
May 19, 2022 | Observations
We don’t need to tell you both stocks and bonds have been weak lately. While sentiment has been falling since February, actions related to that sentiment have not shifted to reflect it. Many businesses owners we have spoken to have become frozen....
Apr 29, 2022 | Observations
A quick look at the title would suggest we are going to discuss lending, which we do often (it is our day job…). Instead…we are going to step into the same future that George Jetson will. According to the cartoon, he is due to be born three months on July 31st. His...
Apr 28, 2022 | Observations
We did a good job in anticipating this slowdown… In early January, we posted to our blog that Q1/2022 that will show excess inventories. Companies materially over-ordered to replenish difficult to find parts and goods. We commented further that the next 3 months...
Apr 7, 2022 | Observations
Bold, is using Latin words to remind us are how old certain ideas. Bold, is watching for weakness in competitors, that need your capital, your skills, and your connections. Bold, is buying a competitor in 2022. Acquisition multiples as based on revenue,...
Mar 31, 2022 | Observations
I often wonder how many people I miss, as I walk down the street, who have fascinating and inspiring stories. I also wonder sometimes, who would think my story was inspiring? That was on my mind as I walked thru Century City to Toscanova for lunch with my client...
