A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

Top Managers See Market Risk Ahead Each of us have our all-star lists, from baseball players to novelists to artists.

The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from

The Federal Reserve: A Not So Noble History The Fed just fascinates me. From its current market rigging to its

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets