Tag Archives | uncertainty

Chemical companies highlight increased uncertainty and volatility in Q1 results

Volatility creates uncertainty.  And uncertainty can easily lead to paralysis, if a company hasn’t planned ahead for the range of potential scenarios that might develop.  This is the risk highlighted in my usual analysis of quarterly results. A key warning sign is the divide that has developed recently in performance in different regions and industry sectors, […]

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“The policy Kings/Queens have no clothes”

There seems almost no need to publish a forecast for 2014.  Policymakers have toured the TV studios to confirm that this is finally the year of recovery.  They admit it may have taken nearly 5 years longer than first expected, and that there have been numerous ‘false dawns’ on the way.  But now, they are certain that […]

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Four things we think we know, but probably don’t

Knowing that we don’t know something makes us uncertain and cautious.  If, for example, we come to a dangerous corner in the road when driving, we see the sign and slow down.  Its when we are driving on a bright winter morning and don’t look for the ice under the trees that we end up in […]

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