Driving into to work this morning, I was listening to CNBC’s Squawk Box which, on this particular morning, featured a well-respected financial advisor providing his long term insights on the economy and equity markets. To summarize, he projects tepid GDP growth for the next several years and by extension, believes this will correlate with modest [...]
Category: ‘Investment Perspectives’
A Partner In Good Times And In Bad
Recently I attended the wedding of my wife’s nephew, David and his beautiful bride, Kerry. It was great fun watching David, while standing at the alter awaiting his bride, mouth a “wow” to his family upon seeing his stunning bride enter the church and walk down the aisle. Appropriately, the service was uplifting [...]
MCM Looking To Break Ground In Building Products Industry
As stated in our mission, our goal at MCM Capital Partners is to achieve superior risk adjusted returns by investing in companies with competitive advantages operating in markets likely to experience long term growth generating above average operating returns. I believe our success is largely predicated upon our ability to opportunistically identify potential acquisition candidates [...]
Globalization Shapes U.S. Manufacturing and MCM Investment Strategy
News Flash: Globalization, inclusive of the rise of low cost country (“LCC”) sourcing, is reshaping US manufacturing. OK, maybe the aforementioned is not a groundbreaking revelation, but it is worthwhile to explore in a little more detail and elucidate the impact of globalization and the proliferation of LCC sourcing on US manufacturing and more specifically [...]
China: Where Has The Enthusiasm Gone?
For the past five years China has been a darling amongst investors. China has growth, size, an awakening entrepreneurial spirit and a one party government, that in stark contrast to the U.S. Congress, seemed to get things done. But lately investors have seen the China glass as being “half empty”. So what has changed and [...]