Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
There are some difficult days ahead as quarantines and lockdowns grow. I want to share something with you from John Stuart Mill as we head into the unknown.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
A lot of data is being made available on the coronavirus, but most of it requires careful analysis before drawing conclusions.
A Coronavirus update: severity, consequences and implications for investors
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?
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.
An update from the front lines of the Trade War, with a focus on implications for investors
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.