Altice: Catching the Falling Knife?

September 30, 2021

It has been a busy week for Altice (ATUS). Last Thursday its share price declined more than 10%, followed by another multi-percent decline on Friday, and then on Monday it gave up a further 6% owing to a couple of belated downgrades, and not until today (Wednesday the 29th of September) does it seem to […]


Inflation: Does Say’s Law even Apply?

September 14, 2021

I was watching the latest hearing of Jerome Powell before the Senate Banking committee (as one does), and as expected the Democrats were congratulating themselves on unemployment being so low and workers finally having enough bargaining power in the labor market to acquire higher real incomes for the first time in forever. And then both […]