The “collapse” of productivity growth could be a sizable risk to credit conditions, notes a Moody’s report. However, it remains unclear the extent to which different factors are causing... Read More

US policy uncertainty and China pose the greatest risks for growth next year, say analysts at one big bank. The current U.S. economic expansion, started in 2009, is the third... Read More

  Morning Market Update   Stocks that are expected to trade actively in U.S. markets on Thursday include: Accenture Plc (NYSE:ACN), IntercontinentalExchange Inc (NYSE:ICE), NYSE Euronext (NYSE:NYX), Bed Bath & Beyond... Read More

There are few micro-cap fund managers that can match the caliber of James Boucherat and David LaSalle of Pacific View Asset Management. Their strategy is simple: find self-funding companies trading at an... Read More

Article by Finanz und Wirtschaft Raghuram Rajan, Professor of Finance at the University of Chicago and former governor of the Reserve Bank of India, warns of more turmoil ahead... Read More

Portfolio managers have been pressured to improve trade execution quality, particularly in light of recently implemented MiFID II regulations. But there is an additional opportunity to improve portfolio manager... Read More

Low Bond Returns - 3 Strange Clandestine Operations by Greg Silberman The Third Rail During the ‘Death Throws” of Apartheid in South Africa in the early 90s a common term came... Read More

Could the VIX index have found a new normal and reverted back to a familiar trading range? A recent Credit Suisse report suggests that volatility across the term structure... Read More

By Mark P. Carey, P.C., www.capclaw.com, [email protected] On October 17, 2016, the NYTimes reported the following story, reprinted below in its entirety.  As you know, I hate confidentiality, noncompetition and... Read More

In the early 1920s, Benjamin Graham, who is widely considered to be the Godfather of value investing, wrote a series of articles for the Magazine of Wall Street. These... Read More