Financial Strength versus Price Strength

November 2nd, 2017|by Michael Ashley Schulman, The Big Picture|

Marc ChagallThe rising trend in asset prices known as global asset reflation is not over; improving economic conditions continue to provide a global tailwind to assets. The largest central banks in the world have spent the last nine years and over $12 trillion […]

The domestic economy is much closer to normal

June 30th, 2015|by Michael Ashley Schulman, Perspectives, The Big Picture|

The domestic economy is much closer to normal that it has been in the last five years. With expectations that the U.S. economy will grow 3% in the second half, Greece’s immediate uncertainty behind us, Cuban and Iranian détentes winding their way through the political process, and little damage done by Chinese stock gyrations, there […]