December 29th, 2017|by Michael Ashley Schulman, Perspectives, Themes|

Sweeping Rock and Sky, Joshua Tree, by Michael Ashley

Overall, we are positive on 2018.  Nonetheless, I believe cash has finally found a home again.

  • Cash is once again a viable investment option – rather than just a safety […]

Question the usefulness of some historical stock market statistics

May 24th, 2016|by Michael Ashley Schulman, Perspectives, The Here and Now|

orange candle rack 2

Summary: No central bank has ever unwound a $4 trillion stimulus program and experience with raising rates from zero percent is limited; therefore, historical statistics on how stock sectors react to a rate rise are of limited use.

Fed rate hike moves […]