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 banks. To his credit, it appears his first approach was polite, not bellicose, and we think that is best. But now, rebuffed, he has raised his voice. He wants a seat at the table. Full disclosure: We own Barc

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 forecasts from the cheap seats. It's Hard to Make Long-term Commitments This brings us to the current environment. Global financial markets have become technical and myopic out of necessity. We hear the term