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.
A Coronavirus update: severity, consequences and implications for investors
There are some difficult days ahead as quarantines and lockdowns grow. I want to share something with you from John Stuart Mill as we head into the unknown.
In this week's note, we take a close look at country and regional virus data, and examine the pitfalls of over-extrapolating trends that often reverse.
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.
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.
The performance of the US dollar significantly diverged from relative rate spreads
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.