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...