Economy Financial Advising Financial Market Food 
Brown Advisory
SEPTEMBER 6, 2022
As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. Near-term cutbacks risk innovation and long-term growth.
The Big Picture
NOVEMBER 15, 2022
The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. RITHOLTZ: Way back when?
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