January 11, 2019

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Recent Posts

Barclays and Global Investment Banking: Leave or remain?

A week or so ago, the Financial Times wrote a piece on Barclays Bank.  It chronicled the arrival on the scene of a well-known activist investor.  Well-known in other areas perhaps, but not so much in major global...

Which forecasts are you chasing early in 2019?

The year begins as it ended: with considerable uncertainty over serious challenges domestically and globally.  However, if your investments are thoughtfully allocated, you can ignore most of the chatter involving year-ahead...

December 14, 2018

Overall, it’s a simple observation: political instability all over the world is not pro-growth. And for 2019, markets will face tough “compares,” reflecting the optics of high growth in 2018 from tax cuts.  On top of optics, real growth itself seems fundamentally slowe...

November 16, 2018

OK, Be That Way 

(Writing from 33,000 ft. somewhere between Houston & Philadelphia)

We  spent  time  on  the  road  in  the  past  month  meeting with many bank management  teams.   One comment captured how a CEO saw the  world and was managing for the business cycle....

November 4, 2017

 Align this chart with recent remarks from the company's CEO, Dominic Frederico:

"We've already retired 41% of the outstanding stock in this company.  Show me another company that's put the earnings together we've had, maintained the financial strength that we have, our...

August 24, 2017

I just returned from my second trip to Chicago in the last three weeks. Really appreciative when I get to travel with smart experienced analysts and other investors to see interesting companies.

The structure of global financial markets is increasingly important, wheth...

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