Investment Themes

April 6th, 2015|by Michael Ashley Schulman, White Papers|

By Michael Ashley Schulman, CFA,

Managing Director, Senior Portfolio Manager at Hollencrest Capital Management,

Note: A variant of this paper was first published in Chapman University, Argyros School of Business and Economics, The Investment Review, Volume 2, May 2015; click here to download a PDF.

A lot happens and changes […]

After a two-month spring reprieve, markets again turned choppy

April 30th, 2008|by Michael Ashley Schulman, Perspectives, The Big Picture|

After a two-month spring reprieve from a brutal 2008 start, markets again turned choppy. Defensive investors are contemplating potential summer surprises for the global capital markets. Commodity exporters such as Canada, Australia, Brazil, Russia and the OPEC nations continue their strong economic spurt as rising commodity prices make their oil and mining resources ever more […]