Early in my career, I worked at a small brokerage doing mergers and acquisitions. Our buyer base included private equity groups. These were smart people, with deep industry knowledge that allowed them to add real value to the businesses they bought. They would grow the businesses over a period of five or so years, and then sell—capitalism at its best.
Read moreWe delve further into dollar weaponization in our interview, along with Saleha’s unique take on US populism.
Read moreCopper prices have pulled back since peaking in May at $5.12, but the long-term bull case for copper remains strong.
Read moreEconomist Bill White on the age of scarcity with higher interest rates, higher inflation, and the “guns and butter” problem.
Read moreThis week we continue our conversation about strengthening US and Western resiliency.
Read moreSomething phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point.
Read moreThe appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?
Read moreSeveral respected geopolitical analysts say the US is already in a Cold War with China.
Read moreMy goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.
Read moreIn seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.
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Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.
