When Companies Prepare for Disaster, Investors Should Expect Lower Returns

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Streetwise: Investors who want to look beyond the day-to-day concerns of second lockdowns and the shape of economic recoveries should focus on resilience

Both moral and practical arguments are being made for why investors need to worry that future profits will be sacrificed to make companies stronger and better able to survive a crisis without needing government help.

That means more cash trapped on balance sheets and fewer dividends and buybacks.
 

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Just like any gambler, investors who are losing due to 'bad hands' need to start looking to win the long term game, and hope their chips don't run out. Tick tock, Monopoly players. In the real world, you can only have the Fed write 'money' on cardboard for short while.

fuck gambling on housing, medicine, food & employment & now in video games. You'll all wanna bet on horses & dog races, I don't care. Man-made disasters are just a recession away while the roulette wheel spins.

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