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.
Investment strategies for a late-cycle environment
Educational hub featuring an expanding set of tools and information.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
Listen to previous series on a variety of investment topics, asset classes and current themes
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Armageddonists and the portfolio cost of fear, 2010-2019