Archive - The Global Capitalist

A Framework for Business Analysis Through the Lens of Capital Allocation

“In large part, companies obtain the shareholder constituency that they seek and deserve.” - Warren E. Buffett

Jul 29, 2023 •

Tom

4

March 2023

July 2022

The Great Re-Shoring

Manufacturing comes home, persistent inflation, and protectionism in Latin America

Jul 30, 2022 •

Tom

4

2

June 2022

DXY vs. the World

Foreign exchange, economic sanctions, and a looming crisis in EM

Jun 8, 2022 •

Tom

2

June 2021

May 2021

April 2021

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts