Pandemic

Macroeconomics, Data Systems, Balance Sheets and a Changing Business Model

As I explained in an earlier article, my usual detailed analysis of company income statements and reports for quarters ending March through May went on hiatus.  It didn’t seem useful given the initial disruption caused by the virus and lockdown.  Not writing doesn’t mean I wasn’t reading.  In no particular order, I reviewed VF, The […]

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What A Top Epidemiologist Thinks.  Consider the Business Implications

A friend sent me this excellent interview with Dr. Michael T. Osterholm.  He’s not a medical doctor.  See his background here.  Seems pretty clear he’s worth listening to when it comes infectious diseases.  His objectivity and willingness to say what we don’t know impressed me. I’m supposed to write about business stuff.  The interview may

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Keep Calm and Carry On

  The poster with the slogan was issued in 1939 by the British.  We don’t have anybody bombing our cities or threatening to invade us- exactly- but the coronavirus is a national challenge with social, financial and health related impacts unlike anything most of us have experienced.  I’m not sure I’m overstating it to say

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