capital markets

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Alibaba is One of China's Most Important Aircraft Carriers & Ant Group is in the Battle Group.

Bigger is...well...bigger. Two Major Banks Doing What Banks Do.

Hello Excess Capital. Allow Us to Introduce You to Tail Risk?

Archive

The Financial Times Would Not Publish our Barclays Letter

Barclays and Global Investment Banking: Leave or remain? A week or so ago, the Financial Times wrote a piece on Barclays Bank. It...

More of the Same in 2019

Which forecasts are you chasing early in 2019? The year begins as it ended: with considerable uncertainty over serious challenges...

Uncertainty is Not Pro-Growth

Overall, it’s a simple observation: political instability all over the world is not pro-growth. And for 2019, markets will face tough...

Thoughts From Recent Travels

OK, Be That Way (Writing from 33,000 ft. somewhere between Houston & Philadelphia) We spent time on the road in the past month ...

Financial Market Exchanges: Where Traders, Investors & Hedgers Meet

I just returned from my second trip to Chicago in the last three weeks. Really appreciative when I get to travel with smart experienced...