The potential political, macro and credit risks insurers may want to address in 2019.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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.
Currency movements based onbrexit's outcome.
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.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.