Jan 27, 2022 | Observations
Don’t look now, but you just got “st*cked”. 2022 is the year “When Just-In-Time” changed to “Just-In-Case” (as our guest Andy Tomat said this week). We have previously warned about the growing inventory bubble. Companies...
Jan 20, 2022 | Observations
Crime and security are a huge problem in many cities Los Angeles is no exception. There has been much recent talk about inflation driving interest rates higher. Commentators do not separate inflation made from the creation of excess money. Higher prices due to...
Jan 13, 2022 | Observations
Will interest rates rise in 2022? The easy answer is that interest rates have already risen. Rates have already risen in the longer-term maturities, such as 10 year Treasuries, going from 1.2% in August to 1.72% this week. There are almost as many people estimating...
Dec 16, 2021 | Observations
How Diamant Carré differs from others There are three significant ways we are different from a typical loan broker: our culture at Diamant Carré, the desired background of the employees we hire & our clients’ balance sheet preferences. Culture Explaining...
Dec 8, 2021 | Observations
Nancy’s ears were still ringing from the customer yelling at her on the other end of the phone. Sales were going to drop next year. They were angry when they called. Now, they had left. As of today, it was too late for them to ship in time for Christmas. Nancy...
Dec 2, 2021 | Observations
Read This Now & Avoid Regret Later One of our research people follows supply chain issues closely. In fact, they often visit the Ports of LA and Long Beach personally to see what is moving, where, and if things are going smoothly. They are not. But you...
