His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]

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And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]

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It’s monthly/quarterly paper time from all the major asset managers and Byron Wein of Blackstone should be on anyone’s reading list. In his latest “The Smartest Man in Europe” there are several interesting discussion points ranging from a new industrial revolution to Europe’s political weakness to viewpoints on specific emerging countries, all in all a […]

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