stocks

JOHNNY CASH

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 […]

Global Economy Remains Upbeat, and That Creates Unease

May 11th, 2017|by Michael Ashley Schulman, Perspectives, The Big Picture|

Taste is not everything ;)

The world economy remains reasonably upbeat, and that creates unease.

  • U.S. companies are up and the Fed on track for rate rises
  • Puerto Rico is belly up, but France (and the European Union) are holding together
  • 100 days […]

Stock Market’s Demise has been Called by Pundits

February 3rd, 2017|by Michael Ashley Schulman, Perspectives|

The demise of the stock market has been called by pundits for almost a year with different reasons cited; an earnings recession, a real recession, expectations of declining margins, Chinese yuan depreciation, rising Donald Trump polls, Brexit, Trump’s win, valuation metrics, upcoming European elections, […]

Stock Prices Have An Alibi

August 12th, 2016|by Michael Ashley Schulman, Perspectives, The Big Picture|

Unicorn AlibiSummary:

  • High and low markets provide similar anxieties
  • European banks remain a source of Bear Stearns type risk
  • LIBOR rates are rising even as central banks keep their own rates low
  • Nonetheless, earnings determine asset […]

BREXIT – The U.K. votes on whether to leave the European Union

June 23rd, 2016|by Michael Ashley Schulman, Perspectives, The Here and Now|

Brexit1The Brexit vote (U.K. citizens voting on whether to leave the European Union) is this Thursday, June 23, 2016.

  • I believe the U.K. will vote to remain
  • We should know results by Friday morning

REMAIN
If the stay vote wins, British and European stock markets should rally in […]