Monthly Archives: March 2023

The Collapse of SVB Bank Unmasks a Worrisome Element in an Inflationary Market.

Until now, almost all of my commentaries about inflation have been focused on consumers and governments. Consumers spend too much, while already leveraged governments refuse to support the efforts of central bankers to slow inflation by spending more money, not

Posted in Open Blog

Grupo Aeroportuario Del Sureste (ASR-NYSE, $300.96) Declares Intention to Raise the 2023 dividend.

At the general ordinary annual meeting to be held on April 26th, ASUR will vote upon approval of the annual dividend. An ordinary cash dividend in the amount of 99.3 pesos per ADS is proposed, as is a special dividend

Posted in Open Blog

BJ’S Wholesale Club Holdings Inc (BJ-NYSE, $77.67) Reports a Record Q4, 2022 Fiscal Result.

BJ’s Wholesale, the third largest and fastest growing membership wholesale retailer in the United States, reported a fiscal result that indicates the benefits of an inflationary tailwind for any company selling a disproportionate percentage of groceries in their revenue mix.

Posted in Open Blog
Recent Comments