Author - John Bird

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We Now Return You to Your Regularly Scheduled Update on the Economy and Markets …
2
Valuation is An Art – But that Doesn’t Mean It’s Always Pretty
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What in the World is Going on?
4
Albion in The Enterprise: Business Succession Planning – Am I really Not Immortal?
5
BREXIT – Why Do We Care?

We Now Return You to Your Regularly Scheduled Update on the Economy and Markets …

THURS, NOV 2nd, 2017

The U.S. economy continues down its years-long path of expansion. Despite the endless cacophony of hoopla and noise from the new regime in Washington D.C. the track of growth has neither picked up nor dissipated. Our broad assessment infers that the bedrock of the economy – e.g., jobs, sentiment, private sector balance sheets, and aggregate demand – is healthy. Meanwhile lawmakers have been in a state of gridlock for the majority of the year. Taken together, a measured and stable economy with little in the way of dramatic new policies from the Beltway is a celebrated …

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Valuation is An Art – But that Doesn’t Mean It’s Always Pretty

Fri, AUG 4th, 2017

Monet was brilliant with color and stoke. Picasso used interesting shapes and had an uncanny ability to impart mood. Renoir celebrated sensuality. Each had critics, but all share a common trait: artists widely regarded as great in their field. We can squabble about taste, but there’s little debate around their influence. Ansel Adams once said: there is nothing worse than a sharp image of a fuzzy concept. Indeed. Whether it’s art, engineering, or investing, eminent concepts and high quality work are timeless.

On traditional time-honored metrics like P/E, earnings yield, “Fed model” and equity risk …

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What in the World is Going on?

Thurs, OCT 20th, 2016

Alice laughed. “There’s no use trying,” she said: “one can’t believe impossible things.”

“I daresay you haven’t had much practice,” said the Queen. “When I was your age, I always did it for half-an-hour a day. Why, sometimes I’ve believed as many as six impossible things before breakfast.”
– Lewis Carroll, Through the Looking-Glass

Negative interest rates, driverless cars, unfathomable campaign statements, a decline in NFL viewers… Lewis Carroll foreshadowed much of what we see today in the realm of “impossible things”.

Has the world gone crazy?

No. But we are in a time when the …

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Albion in The Enterprise: Business Succession Planning – Am I really Not Immortal?

Tue, JUN 28th, 2016

This article is for all business owners out there. You’ve spent the last several decades deep in the trenches. At first it was a real struggle. “Will I make the next payroll?”, “what if I lose that key customer?”. Then roots began to take hold. Your customer base expanded, your business processes solidified. Employees were added to back you up. The growth continued and your team grew broader and deeper. Each day you arrive at the office motivated to continue the project you began decades earlier: your business.

Yet, somewhere in your mind the thought arises …

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BREXIT – Why Do We Care?

Thurs, JUL 28th, 2016

Several thousand miles from North America an island nation has voted to terminate their close economic and political relationship with the mainland countries to their east – British citizens want to leave the European Union. While many claim the vote was nothing but a protest and a large share of those who voted for it did not really want or expect it to succeed, succeed it did.

Passage of the Brexit begs the question – why should we care? Our exports to Britain comprise about 2.4% of our total exports and secession from the EU does …

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