“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
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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The purpose of this memorandum is to try to elucidate some of the key current capital market trends, what is driving them, and how we are (or are not) responding to them....
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The first quarter of 2016 saw the continuation of a steep market correction in larger cap U.S. equities and an outright bear market in global equities and small...
In September 2015, Volkswagen AG revealed that several of its diesel powered car models not only failed U.S. and other nations emissions tests, but had (for years) been fitted with engine...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
After nearly two years of negotiations, the P5 +1 (China, France, Germany, Russia, the United Kingdom and the United States) and Iran have reached a nuclear deal. The key points to the...
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