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.
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The Armageddonists
The Armageddonists and the price of fame.
Active management and QE-distorted markets
TBA
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
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.
Lost in space: The search for democratic socialism in the real world
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
Listen when people tell you who they are
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Smoot Hardly: the US-China trade war, prescription drug price legislation and the 2020 election
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.