Where can investors find sustainable sources of return?
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
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.
Armageddonists and the portfolio cost of fear, 2010-2019
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
An update from the front lines of the Trade War, with a focus on implications for investors.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.