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    MACRO

    Requiem for a Dream

    “You almost feel numb.”


    MACRO

    Macro Case for Stocks

    The low level of nominal bond yields provides an important offset to the richness of earnings multiples.


    POLITICS

    Coronavirus: Impact on the Dollar and US Election

    Should we think of America as a classically troubled emerging market?


    SALON

    Consumer & Growth Stocks Salon

    The future has been pulled forward creating a decade’s worth of change in just a few months. We gathered this month to identify opportunities and discuss what comes next.


    ECONOMY

    Where are the Millennials’ homes?

    The virus has pulled millions of people back into the homebuying market to look for a home for their families and remote work needs. With inadequate supply, a new construction boom is unfolding.


    MACRO

    The Rip-Roaring Twenties

    The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.

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