A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
An update from the front lines of the Trade War, with a focus on implications for investors
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 takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Shifts in global regulations will alter the insurance industry worldwide. Read more
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A case for private core infrastructure
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
LTCMA matrix by currency