Armageddonists and the portfolio cost of fear, 2010-2019
Factor investing through the cycle
An Opportune Time to Build Your Strategic Allocation
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
LTCMA Time Frame
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
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.
Shifts in global regulations will alter the insurance industry worldwide. Read more
Private equity: A potential source for enhanced returns