Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Armageddonists and the portfolio cost of fear, 2010-2019
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.