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Nathan Converse, Eduardo Levy-Yeyati, and Tomas Williams
Board of Governors of the Federal Reserve System,  International Finance Discussion Papers (IFDP), January 2020
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Jeffrey P. Snider
Alhambra Investment Partners, October 18th, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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Latest Observations

From Lows to New Highs: Historical Stock Market Recovery Times

Stock market history can help frame your expectations.

Editorial Staff
Fisher Investments MarketMinder, March 31 2020

The morning rush?

The average congestion during the morning rush hour for the week ending 27th March, compared to the 2019 weekday average

Flora Harley
Knight Frank, Global City Economic Watch, 30 March 2020
Asset Management

Please Be Seated: We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

Thomas Poullaouec, Nathan Wang
T. Rowe Price,  March 2020

Crisis Playbook (Part II)—The Power of ''Stop Getting Worse''

Looking beyond to find the best outcomes for clients

David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020

The implications of COVID-19 for real assets

he human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.

Chris Urwin, Director of Research, Real Assets
Aviva Investors,  19 March 2020
Pension Funds
Research
Nathan Pavlik, David Finn
Willis Towers Watson, January 27, 2020
Willis Towers Watson and secondary sources
Global Pension Assets Study 2019
Willis Towers Watson and secondary sources
Global Pension Assets Study 2019
The Coffee Chronicles

It was all very well to say "Drink me," but the wise little Alice was not going to do that in a hurry. "No, I’ll look first," she said, "and see whether it’s marked “poison” or not."

Lewis Carroll, Author

Do you envy people who have seen ghosts, as I do ?

Dick Cavett,  The Dick Cavett Show, Stephen King and others discuss The Shining as well as the horror genre and what makes scary so appealing, October 1980

''Conversation is a Lost Art!''

Joe Rogan
Joe Rogan Experience #1417 Kevin Ross, January 2020