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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My end-of-week morning train WFH reads: • America Has Never Been Wealthier. Here’s Why It Doesn’t Feel That Way. A surge in U.S....
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Take a break from the sell-off and plan a fun night for this Monday. Join me on April 7th, 2025 at 7:30 pm for a special...
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The transcript from this week’s, MiB: Michael Lewis on ‘Who is Government’, is below. You can stream...
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A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...
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My back-to-work morning train WFH reads: • As Trump Sinks Dollar, Once-Unthinkable Worry Grips Markets. Just two months into his 2nd...
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