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.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.