Macro Thoughts

35 shares A Bit of Bull   As the new year kicks in, a number of diverse yet qualified opinions and

31shares This week, as I pack my bags for Europe, I found myself on the phone with a DC think-tank

As the fireworks dim and empty champagne bottles litter a table, beach or kitchen near you, we can turn toward

23 shares Welcome back to What’s Happening Now, our last report for an eventful year in which equity markets reached for

27 shares As we head full-bore into 2020, below we tackle a question posed by many bemused bears and fervent

32shares Today, the partisanship out of DC, from where I’m overlooking the Jefferson memorial, is nearly unbearable. Red vs blue

49 shares The U.S. has crossed the debt Rubicon of no-return yet all we see in the headlines is, well…

30 shares We’re on a journey together through a distorted Twilight Zone of a market. So naturally, readers are constantly

25 shares Last week was crazy in the markets, and this one will likely be no less so – if

67 shares There are just not enough dollars today to meet the fantastic array of nuanced and complex dollar demand