A lot of data is being made available on the coronavirus, but most of it requires careful analysis before drawing conclusions.
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.
An update from the front lines of the Trade War, with a focus on implications for investors
A systematic back-test of MSCI ESG ratings
J.P. Morgan Cashflow Driven Investment Strategy
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
LTCMRA Assumptions White Paper US
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
Disruption and the core infrastructure investor