

Planning the 6 A's of Strategy
Crafting a strategy starts with asking artful questions and, as with all insight, the nature of the questions asked will determine the...


The 6 A's of Strategy
Strategy development is difficult in practice and definition. Of course, when it is difficult to define your objective, then achieving it...


Snap, Crackle, Pop
Snap's initial public offering is testing the patience of investors in many ways. From an unprecedented offering without any voting...


A Delicate Balance for the Treasury
The President will face a delicate balancing act when his fiscal and trade proposals meet the reality of the Treasury market's supply and...


Consumption's Revival or Requiem
The equity markets in the US are welcoming a new president, for whom regulations and taxes are anathemas, by rising at an unprecedented...


Deconstructing Inflation
As the page turns to a new year and a new President, bond investors fear the return of inflation. Tight labor markets, expected fiscal...


The Cost of Capital: China, Commodities, and Credit
The cost of capital is the linchpin that directs investment to the worthiest causes in a free market; however, sometime the market is not...


Uber is Breaking Bad
Uber, the darling in the universe of unicorns, had a tough week. News trickled about its continued financial hemorrhaging despite giving...


Manage Your Career. Have a Festival.
Life is not easy. Either is developing your career or business. From my two-decade career in the business of investing, I believe that...


Trump's Neo-Keynesian Impulse
To give equal treatment to the economic ideology divide, appease his inner Keynesian, and repel congressional Republicans, Trump has...



