So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
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Alternative strategy assumptions
Should investors fear an erosion of the illiquidity premium?
Important moments in market history
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Food fights at the Fed and in the Leveraged Loan market
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Short People: the market rebound, and what comes next
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Eye on the market podcast: Snatching defeat from the jaws of victory
War of the Worlds
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.
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Mountains and molehills: Achievements and distractions on the road to decarbonization
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.