Short-term inflation, long-term deflation
We talked previously about our worries that in the short-term, inflation is likely to be an issue for the global economy. And we are still very worried – worried that supply disruption induced “transitory” inflation could last well into next year and possibly even 2023…
ESG – an exponential breaking of business models
Many businesses over the last couple of years have encountered incredible stresses on their business models, with lockdowns and stay at home orders having lasting impacts on their long term viability.Bricks and mortar retail along with the commercial real estate companies …
