Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
Accessing new sources of uncorrelated alpha
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
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
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
For most of 2018, eurozone and US monetary policy appeared to be on a largely preset course.
PG&E (ticker: PCG) filed for bankruptcy - surprisingly the issuer was within the A or better rated pension liability discount rate universe within the prior 12 months.
Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago?
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.