Energy Earnings have come in almost 23% ahead of analyst estimates
So far in this earnings season, with over half of companies having reported, the energy sector has experienced the biggest … Read more
So far in this earnings season, with over half of companies having reported, the energy sector has experienced the biggest … Read more
Since the beginning of 2017, the US dollar has struggled against nearly every major currency, calling into question the idea … Read more
In this quarter’s Knowledge Leaders Strategy update, we discuss our work in four areas. 1. The state of global innovation: … Read more
As investors, it’s easy to get caught up in headlines about things like Snap’s $23bn market cap or Tesla overtaking Ford … Read more
After testing and bouncing off the important 2.32% level four times so far in 2017, the US 10-year bond finally … Read more
Last week, Intel executives took the stage in San Francisco to report to an audience of analysts, investors and media … Read more
It was shaping up to be a pretty good day for stocks until the Fed minutes dropped the balance sheet … Read more
In a market experiencing the largest pullback since the election, investors are rightly looking for places to hide. At present, … Read more
As the first quarter nears its end there is some debate as to where Q1 GDP growth will come in. … Read more
The post-Fed action in the bond market yesterday was impressive, yet left some begging for answers. If the Fed raised … Read more
Russia vs. Europe, Iran vs. Saudi Arabia & an Asian Tanker War We recently met with geopolitical strategist Peter Zeihan … Read more
The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a … Read more
Since the election we’ve heard the rally in stocks characterized as a “Trump Trade” or a “reflation” trade. We think … Read more
The Snap IPO has garnered a fair amount of coverage over the last two days so we thought we’d put … Read more
In the year 1900 New York city was home to one horse for every five people. Horses played a key … Read more