Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.
Expected returns and correlations of asset classes.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.