My end-of-week morning train WFH reads: • The Market Check: Congress Blinks; Law Firms Cower; The Market Speaks. (Intrinsic Value by...
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Yeah, yeah, more of me, I know. But this is a fun conversation with Pete Dominick discussing the economy, the market and of...
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Daniel Rasmussen (“The Humble Investor”) and I both receive some kind words from the Wall Street Journal yesterday....
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The transcript from this week’s, MiB: Lisa Shalett, CIO Morgan Stanley, is below. You can stream and download our full...
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This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
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My back-to-work morning train WFH reads: • Where We Stand: The Fiscal, Economic, and Distributional Effects of All U.S. Tariffs Enacted...
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Fun conversation with a few of the fun folk over at IEX. If you recognize that name, its because their founder, Brad...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Traders Fear Global FX Market May Be Less...
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The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for...
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This week, I speak with with Lisa Shalett, Chief Investment Officer and head of Global Investment Office for Morgan...
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