You know, I was a big fan of stock buybacks back when I was running a fund, and I still think that most of the macro reasons to oppose stock buybacks …
I've been looking at narrative maps for a long time now, and I don't think I've ever seen as complacent a market narrative as what our Narrative Machi…
That line about dancing by Chuck Prince is the perfect quote for any age and any asset class where institutions intentionally take risks they know are…
Wage stagnation in 2016 was actually much worse than you were told. Did this make a difference in the Midwestern states that swung the election, in th…