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Caution warranted in a time of easy money
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Caution warranted in a time of easy money

Liquidity conditions have been easy for some time,  which has been exacerbated by COVID relief measures. ‘Free money’ and the comfort of knowing ‘the Fed has your back’ is not conducive to capital allocation discipline.

5 Minute Read
Is Experience a Help or Hindrance in the Current Market Environment?
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Is Experience a Help or Hindrance in the Current Market Environment?

JANA believes in the value of experience and pattern recognition, as we have seen this validated over and again.  This seems easier to see at the micro than macro level.

25 Minute Read