Why Goldman Should Pay a Special Dividend
It is 9 o'clock in the evening and the brilliant reflections of Lower Manhattan's neo-classical buildings stream through the mahogany blinds of a gargantuan office on the 29th floor of 85 Broad. They...
View ArticleIn Defense of Money Management Humility
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View ArticleThe One Thing Trump Got Right
Go to PDF Version | Go to Recent Issues To save time in the future, you may select one of the preferences below. You may update your eIBD preferences at any time by going into My IBD and selecting...
View ArticleBond Market May Be Obama's #1 Political Threat
It has become the stuff of legend now, but back in the old days when there were more immediate consequences to perceptions of wanton fiscal policies , James Carville famously told then-President...
View ArticleInvesting As A Social Science
As a middle-aged man who owns an apartment in Manhattan, a brokerage firm, and common stocks, it would be an almost absurd understatement to say that my life is long beta.
View ArticleNatGas Exports Best Bet To Bring America Back
Of all the structural problems facing the U.S. economy, the most serious and most difficult to correct in terms of our future growth may simply be the fact that, three years after an intergalactic...
View ArticleBringing the Poppy Back to Wall Street
To make a long story short, I travel around quite a bit and on my travels to the U.K. and Canada I would occasionally see men and women wearing red crepe-paper poppies. Either through complete...
View ArticleThe Dangers of a Liquidity Trap
For those of you who might have been able to stand to watch it, Ben Bernankeâs testimony and questioning from the House and Senate this week would have done little to shake your belief that the...
View ArticleWhy My Small Firm Won't Buy Green Bananas
My partners and I often joke that if we were really lynx-eyed forecasters, we would have been far too afraid to start our new venture in September of 2006, on the precipice of the financial crisis and...
View ArticleSkip the Summer Internship, and Get a Real Summer Job
When I was about to embark on the great adventure that was to become this company, one of my first clients, a great investor, and a friend Alex Porter told me that "I'd grow up quick" in the process. I...
View ArticleEvery Investment Company Has a 'Recession Rick'
Every investment company that has regular research meetings has one - the office gadfly that constantly challenges the house view on everything ranging from its earnings forecasts to the funds...
View Article10 Lessons From 10 Years In the Trenches
Tuesday was a special day for us at Strategas. It marked our 10th anniversary as a company, when five of us left good jobs at a great company to try our own hand at navigating the rocky shoals of...
View ArticlePrivate Businesses Will Calculate Unemployment for Free
In what must be considered, in fairness, a series of rather shaky performancesfrom the Administration in front of the White House Press Corps, the Administrationhas, it seems, developed a break out...
View ArticleEurope's Existential Threat to U.S. Capital Markets
Requiring seven years to draft and weighing in (currently) at 1.4 million paragraphs of rules and regulations, Europes new Markets in Financial Instruments Directive II will affect virtually every...
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