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Financial markets and economies bounced in and out of a deep pothole in the first quarter of 2016

May 16th, 2016|by Michael Ashley Schulman, Perspectives, The Big Picture|

Golden Gate 20pct

Financial markets and economies bounced in and out of a deep pothole in the first quarter of 2016 and the stomach churning reverberations continue to be felt in some investor stomachs.  The underlying strength of the US economy, led by consumer spending, is […]

The U.S. has enjoyed a good six year run in asset prices

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

The U.S. has enjoyed a good six year run in asset prices; simultaneously, the global economy has had anemic economic growth that has perpetually caused concern: this is not the time to increase risk. Some have likened the last several years to a Goldilocks economy, not too hot and not too cold; if so, it […]