Monetary and Fiscal Policy Post-COVID-19: Four Themes
Rob Arnott, Joyce Chang, and Louis-Vincent Gave offer their perspectives on the policy landscape and its implications for investment strategy. Read More
Earnings: Big Tech Surprises and Disappointments
Amazon has its worst day in over a year after missing expectations. Alphabet hits a new high and announces a $50 billion buyback plan. Apple and Microsoft dip despite reporting […]
The Future of AI and Big Data: Three Concepts
Andrew Lo and Ajay Agrawal explore how biases, regulations, and economics and wealth distribution will shape the future of fintech. Read More
Quality Losses Matter More to Investors Than Quality Gains
How does the stock market collectively respond to quality losses versus quality gains? Read More
Animal Pandemics: An Overlooked Risk?
When an animal pandemic hits, the results for investors are not pretty. Read More
Restaurant Record Highs and The Cult of We
Domino
Book Review: The Day the Markets Roared
Henry Kaufman shows that he was an innovator in the analysis of financial markets. Read More
The Fed
What is driving the surge in inflation and how are central banks misplaying their hand? Read More
Myth-Busting: Equities Are an Inflation Hedge
How can investors hedge against inflation risk? Do equities offer any protection? Read More
Big Banks, Taco Czars, and Seeing Success
Prices rise as inflation concerns grow. Bank of America, Goldman Sachs, JPMorgan, and Wells Fargo report earnings. Delta reports its first profit since 2019. And McCormick hires a taco czar. […]