Financial Markets recovered partially from a sharp sell-off in the first quarter. Returns in the U.S. were positive, with the S&P 500 index rising by over 3% in the second...
On May 14th, the U.S. Supreme Court struck down a federal ban on sports betting. This six-year battle was led by the state of New Jersey and its former governor...
Global Supply Constraint
The relentless growth in U.S. shale production has more recently been offset by plunging oil production in Venezuela, down nearly 1 million...
Munish, where did your recent travels take you?
I spent a week in Tokyo attending the Mizuho Japanese Equity conference and another week in Hong Kong attending the CLSA...
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In the evolving battleground that is retail, the number of brick and mortar stores falling victim to “Amazonification” is increasing at an impressive rate....
In the classic board game Monopoly, players must get very lucky or outwit unsuspecting opponents into bad trades to piece together enough real estate to form a monopoly. Upon reaching one,...
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