Companies in the consumer products industry are developing newer and bolder strategies to execute with the environment of a more stable US and worldwide economy. Among the latest trends are: Globalization continues. Companies that have the resources will try to capitalize on growth in emerging markets and seek opportunities to acquire or partner with companies to enable access to consumers, leverage marketing and access sources of raw material. In particular, emerging markets represent a growth opportunity. We believe this will remain true regardless of individual national efforts to protect markets or create trade barriers or the implementation of industrial policy…
Category: Decision Making
Business Services Industry Trends
The business services industry consists of a very broad variety of services sold to other businesses. Companies from this sector help other firms focus on their core competencies. These companies help benefit others by increasing their operating efficiencies and avoid spending resources on what is not the most important to them.. Business services companies provide support to other businesses, such as office administration, hiring and of personnel, security services, telecommunication, travel, cleaning and maintenance, waste disposal and so on. The USA and Europe are the primary markets for these types of services. USA business services consists of about 400,000…
Bank of America says “The greatest bubble in history is popping.” How did this happen?
Obviously I’m not the only one that has noticed the bubbleistic traits of cryptocurrencies. Clients have been asking my opinion too. So here goes. The Bitcoin cryptocurrency is tracking the downfalls of the other legendary asset-price bubbles in history. In less than one year since its record high. This is what Bank of America Chief Investment Strategist Michael Hartnett wrote to his investors on Sunday. I’ve written before about the dangers of the more-or-less average (yet affluent) retail investor participating in this market. Average meaning less than, say, a few million in investable assets. The cryptocurrency has fallen more than…
Warren Buffett just released his annual shareholder letter (Feb 2018). Here is my take-away.
Here are some highlights (what I think are highlights, others may focus on other items) from Buffet’s usually iconic annual letter to shareholders. Last year was an eventful one for Warren Buffet. A succession plan may be in the process of being implemented as two individuals were promoted to vice chairman in January 2018. Natural disasters harmed the insurance business. Plus, perhaps most importantly especially for the economy at large, Buffet joined with Amazon and Chase to start a health care program for employees. The new tax reform bill passed by congress helped Berkshire Hathaway in the last part of…