Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Podcast on the challenges participants are facing today
Audio file discussing the retirement challenges participants face today.
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.
Where can investors find sustainable sources of return?
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 Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.