Cadent Resources, Inc., provider of inventory and capacity optimization solutions, developed a software and service solution in 2008 that is used to maximize return on working capital by assuring the right amount of inventory and capacity are available at the right time. With manufacturing growth declining, finding your optimal inventory with DemandCaster® is a simple, money-saving solution.DemandCaster® is designed to address your planning...more
Reading News paper or seating in front of TV or computer in morning with a cup of steamed tea in a hand; enjoying tea while chit-chatting with friends and even while working in the office are some moments which are inseparable parts of many of ours life. In 2737 B.C. the tea leaves accidentally blew in the pot of boiling water of China's second emperor, Shen Nung and the story of this refreshing drink goes on. In China, it's in demand as a...more
It's hard not to notice that the markets have completely forgotten about fundamentals and instead are trying to bring "irrational exuberance" back into style. Raging bull markets that have lasted for years and years with one bubble after another, and a year of economic slump is just too much for everyone to handle. Instead of markets moving up on good news, they are now moving up on bad news with the only silver lining being it's not as bad as expected. All of the news outlets and of course CNBC are on hand to announce a bottom, and ready to light the fuse on another economic ICBM on every up day. This of course is all in light of tragic 1st quarter earnings and jobless claims that are reminiscent of the early 80's. Oil is trading as if there was an immediate shortage and demand was burning out of control. The real story is that the storage facilities have enough oil to make everyone realize there is plenty of oil in the short term. Even gasoline supplies were up and that alone should have signalled that the recovery has not started. Stephen Schork, the well known oil analyst is throwing his hands in the air with the sheer frustration of the mob rally. So why is it happening? Why...more
Election campaigns are in high gear right now and everyone has an opinion on just about everything when it comes to which candidate would be better for who and what. I lost faith in the common sense of the average voter, not just in the United States but pretty much across the world. What I am finding very curious, is the possibility that many...more
If an economic sink hole brought on by creative financing and lax regulatory controls weren't enough, there's nothing like straight forward criminal actions to really paralyze investors. As a fund manager of an extremely transparent fund, there is nothing that brings out more fury in me than a few bad apples scaring people to a point of not even...more
Though there seems to be an endless supply of other shoes to drop into the current economic chasm, there seems to be a general consensus that commercial real estate is going to take a significant hit. The shoe that could end up kicking commercial real estate down further and is relatively unknown or just not thought about is technology. Developed countries around the world, save a few, have never gone through such a potentially devastating economic cycle with the amount of technology we have at our disposal. What that technology allows for will greatly affect the length of the commercial real estate recession and its effects on the overall economy.With our daily dose of eye popping layoffs, the top question on every company's agenda is how to cut costs. When looking to cut costs the typical first question is how many people can be cut and how much of a cut in productivity can be tolerated. But with all of this technology, there is now the possibility to cut costs and keep the same amount of productivity. This wasn't a viable option in previous recessions, but this time around companies can start sending people home to work, which is all made possible by the giant leaps in...more
Recently I spoke with my co-managing partner Michael Facchini, of Regent Global Funds, an alternative investment fund, at an Institutional Investor conference on Distressed Real Estate in New York City. The folks at Institutional Investor did a...more
It's time to address one of the most incredible misconceptions in the current environment around real estate lending, which is the idea that all real estate lending is high risk. I hear this often and I understand where it's coming from since it...more
With economies in complete disarray on a global basis, one of the few bright spots has been the massive correction in oil. It was widely speculated that oil was in a bubble and that speculation turned into a stark reality with oil dropping below 50%...more
Everyone needs to consider their investments in corporations that have been using job cuts as an alternative to growth, and in essence keeping their bottom line in shape. With the economy in a recession, it's that time again for large corporations to...more
With the absolute implosion of global financial markets, the investment world is learning that alternative investments need to be private. I don't think there has ever been a better illustration of a "pull down" effect within the last 70 years. It...more
Author: John DashfieldWhen you think about it, every single product and service begins its life as somebody's problem. We all have things in life that we'd rather pay somebody else to do, either because we simply don't want to do it or don't have the...more