DeFANGed
Political hysteria engulfs the FANG stocks, but there’s no fundamental threat here.
Saving the heartland: Place-based policies in 21st Century America
Global Equity Risk Premia - 2018-03-25
Emmanuel Macron Becomes France’s Answer to Strongman Populism
Favorite Things - 2018-03-22
On the China Tariffs
Trump didn’t take yes for an answer from Li, so now comes China’s threat of retaliation.
On the March FOMC
Powell stuck with Yellen’s guidance, but we still don’t know what he believes – if anything.