U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Money Matters: US Inflation & The Fed
US Consumer Price Inflation released today surprised to the upside. Core CPI at 2.3% is comfortably above the Fed's inflation target of 2%. As...
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Money Matters: I Mera Tis Marmotas
On my Latin key board "I Mera Tis Marmotas" is the closest I can get to the Greek for groundhog day. Traditionally celebrated at the start of...
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Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
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