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Dealing with Recessions A look at how Four Seasons founder Isadore Sharp learnt to handle recessions in one of the most...
4 days ago
1

Dealing with Recessions

from Commoncog [alt+shift+b] in finance

4 days ago
A look at how Four Seasons founder Isadore Sharp learnt to handle recessions in one of the most cyclical industries known to man.
Stock Prices, Earnings and Cashflows: The AI Effect plays through! In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the...
2 days ago
1

Stock Prices, Earnings and Cashflows: The AI Effect plays through!

from Musings on Markets [alt+shift+b] in finance

2 days ago
In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the face of rising rates. I argued that the resilience of stocks during the year could be traced to higher-than-expected earnings being reported...

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