Insights

The COVID-19 pandemic and the simultaneous government response have put us all in an unprecedented situation. The stock market took a dive in March, but has since recovered it's losses and is positive YTD. Although governments continue to ease protective...

Warren Buffett always says the most important job for CEOs is asset allocation. In other words, which parts of the business to invest more, which parts to sell, and how much profit to pay investors directly, as dividends or share buybacks. This is particularly...