10 Wednesday AM Reads
My Perihelion day morning train reads: • Earnings, Not Donald Trump, Are Stocks’ Best Friend in 2017; Corporate profit rebound, not...
Why You Probably Cannot Stand to Own Highflying Stocks
Mike Batnick, the research director of our firm, has a wonderfully instructive post up this morning which is a must read: Looking For...
Megyn Kelly To NBC
Back in September of last year, in a Washington Post column, we discussed possible challenges to the Fox News juggernaut. Front and...
Central Bank Independence: Growing Threats
Central Bank Independence: Growing Threats Cecchetti & Schoenholtz Money and Banking, January 02, 2017 “The...
What Stocks Is Trump Impacting?
Here is funny little question for you: What specific companies are being impacted by PeOTUS Trump? I don’t mean by his policies, I...
2017 Active Management is Back! (or not)
This is the year that active-investment management makes its return to form. It is the year, or so we are told, when active fights back,...
10 Tuesday AM Reads
Welcome back! Start your new year right with our two-for-Tuesday morning train reads: • Active Management is Back (Barron’s) but...
2016: $3.6 Trillion in M&A Deals (3rd all time highest)
Companies announced $3.6 trillion worth of deals in 2016, a decline of 16.6 percent from the previous year. It was the third biggest year...