An insightful view of markets and economics that provides facts and context to help make informed investment decisions.
30-year market veteran providing unbiased market and economic information to help with investment decision making.
TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
Value Investing, Life/Philosophy and Classical Music Explained