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On Thursday last, Emmanuel Macron gave his second ‘Sorbonne’ speech (the first was in 2017) which consisted of laying out, once again, his vision…
JPMorgan’s market capitalisation is now greater than that of the…
I wrote last week about the central role that inflation…
Steve Schwarzman’s guiding philosophy has always been to “go big,” and despite Blackstone having surpassed…
One of the fascinating elements of the post globalization changing world order, which I call…
Whenever the annual Sohn Investment Conference comes to town, it brings along many interesting investment…
Financial services giant Charles Schwab (NYSE:SCHW) outperformed in 2022 when the markets were down, but…
Why spiraling costs of underwriting house insurance in catastrophe states might signal the shape of…
My friend David Skilling published an interesting note last week on the dangers of a…
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