Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
An update from the front lines of the Trade War, with a focus on implications for investors.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.