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The Financial Times Would Not Publish our Barclays Letter

Barclays and Global Investment Banking: Leave or remain? A week or so ago, the Financial Times wrote a piece on Barclays Bank. It...

More of the Same in 2019

Which forecasts are you chasing early in 2019? The year begins as it ended: with considerable uncertainty over serious challenges...

Uncertainty is Not Pro-Growth

Overall, it’s a simple observation: political instability all over the world is not pro-growth. And for 2019, markets will face tough...

Thoughts From Recent Travels

OK, Be That Way (Writing from 33,000 ft. somewhere between Houston & Philadelphia) We spent time on the road in the past month ...

Chart of the Day: Assured Guaranty Ltd. [NYSE:AGO]

Align this chart with recent remarks from the company's CEO, Dominic Frederico: "We've already retired 41% of the outstanding stock in...

Financial Market Exchanges: Where Traders, Investors & Hedgers Meet

I just returned from my second trip to Chicago in the last three weeks. Really appreciative when I get to travel with smart experienced...