Art Howe 2018-05-09T11:23:00-07:00 May 4th, 2018|by Michael Ashley Schulman, Perspectives, The Big Picture|
Summary
Art Howe 2018-05-09T11:13:33-07:00 February 13th, 2018|by Michael Ashley Schulman, The Big Picture|
The breadth of participation in this economic expansion has been deep and broad, expect it to continue. The US recovery continues, with the pick-up in corporate earnings auguring well for a re-acceleration in wages and higher core inflation. In the euro area, the expansion […]
Art Howe 2018-01-02T08:36:47-08:00 December 29th, 2017|by Michael Ashley Schulman, Perspectives, Themes|
Overall, we are positive on 2018. Nonetheless, I believe cash has finally found a home again.
Art Howe 2018-01-02T17:00:07-08:00 December 29th, 2017|by Michael Ashley Schulman, Perspectives, The Here and Now|
How stocks perform in January/February depends on whether an uncomfortable amount of volatility returns. The forward multiple assigned to the market puts pressure on companies to generate good results, speak ebulliently about their outlook, […]
Art Howe 2017-12-06T16:05:36-08:00 December 6th, 2017|by Michael Ashley Schulman, Perspectives, The Here and Now|
It was the highest of yields, it was the lowest of yields, it was the age of up up up, it was the age of down down down, “it was the epoch of belief, it was the epoch […]
