Global Synchronicity Evident

A recent article in ETF Trends offers insight on how synchronized economic growth “across the world has been relatively rare in the past half-century, and suggests to us a global…

Would You Fire this Guy?

By John Reese — If there’s one thing that’s hard to persuade investors to be, it’s patient. The urge to chase the hot idea or the manager with the dazzling…

Cohen's Comeback Revisited

In a follow-up to an article it published a few days earlier, Bloomberg recently reported that hedge fund manager Steven Cohen “is preparing to raise as much as $10 billion…

Low Inflation Consensus May Too Strong

The failure of central-bank models to forecast the slowdown in global inflation “leaves investors in the dark about the most important economic measure today and why it’s so low,” according…