New academic research looks at the impact monetary and fiscal interventions have on global markets, pointing to different reactions based on market sector. Banking sector indexes tend to find... Read More
David Winters discusses his opposition to Coca-Cola (NYSE:KO)'s compensation plan with Maria Bartiromo on Fox Business Network's "Opening Bell."
See the letter which David Winters wrote to Coke BOD and... Read More
Big Pharma - The Quintessential American Industry
Although we think of the global drug behemoths as multinational businesses, the fact is that the pharmaceutical sector is perhaps the quintessential American... Read More
Crescat Global Macro commentary for the first quarter ended May 31, 2016.
May preliminary performance estimates and two high conviction investment ideas in our Global Macro Fund are presented below.
We... Read More
Karen Shaw Petrou's memorandu to Federal Financial Analytics clients on what could go wrong regardless of what the Federal Reserve does.
TO: Federal Financial Analytics Clients
FROM: Karen Shaw Petrou
DATE: September... Read More