For the first time in 20 years, markets will have to survive without support from central banks.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Eye on the Market: The Verdict
Attention is increasingly turning to the question of how and when the U.S. Federal Reserve will start to reduce the size of its balance sheet, now that it has begun raising interest rates.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Armageddonists and the portfolio cost of fear, 2010-2019
The Armageddonists and the price of fame.