Capital Expenditures vs Share Buybacks: How Do Investors Want Companies to Spend?
I recently published an article discussing an op-ed written by Chuck Schumer and Bernie Sanders where one of the ideas they put forth was to create a (undefined) mechanism...Read More
C’mon Baby, Tax the Rich: The Elephant In The Room
I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes on the wealthiest Americans. I will start out by saying...Read More
Tax the Rich: Let Them Stop Eating Cake
Taxing the rich is not a new idea by any means. But the call to take more money from them has become louder. People with some power to act have...Read More
Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!
On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite frankly, left me a bit puzzled. I understand why the...Read More
Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and...Read More
Risk Modeling in the Past and Future with Portfolio Crash Testing
The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this...Read More