Year Ahead 2019: Global Slowdown (all sections) Year Ahead 2019: Intro Global Slowdown Year Ahead 2019: Position For An EMU Slowdown Year...

Here is more details on my view on Oil and EM

My near term view is a bounce in broad EM, rather than a sell-off of SPX. The bounce in the broad EM equity indexes will be driven by a...

Tuesday, the house will likely vote for the s2155, which rolls back Dodd-Frank for regional banks. Here is a piece on the timing...