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.
Eye on the Market: The Verdict
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.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
An update from the front lines of the Trade War, with a focus on implications for investors
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Armageddonists and the portfolio cost of fear, 2010-2019
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
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