A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
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.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
How real estate and infrastructure can enhance returns and reduce volatility