Half Time

Half-time. Not only in the Euros, but in markets too. With June all but in the can, there is much to ponder. Indices bounce about at all-time highs giving the punch bowl its punch, and for good reason. It’s been a fiesta of economic data on the upside, with everything, literally everything on a tear.… Read More Half Time


Tighten the belt. Lind Rendle on a recent call said “… we’re seeing an incredibly inflationary environment. I think that’s true in what your seeing across the industry, on both the retailer side, the manufacturer side, and supplier side, it is intense for sure”. Linda Rendle is CEO of Clorox, the purveyor of all sorts… Read More Debt


For the beleaguered executives of the retail C-suite the Covid pandemic was almost it, capping a brittle and bitter multi-year period that saw bankruptcy courts claim many peers and set in motion a slide in profits that would likely claim many more. The assault of Amazon.com on high streets and precincts savaged many a flat… Read More Paradigms