Treasury Secretary, Steve Mnuchin, appeared on CNBC early this morning to discuss a number of policy endeavors of the administration, and for the second time since the inauguration the subject of the U.S. Treasury issuing hyper-long-dated bonds (50-year maturity, most realistically; even a 100-year has been discussed). Secretary Mnuchin affirmed their interest level in […]
Dear Valued Clients and Friends, The present dialogue in capital markets centers primarily around valuations in the stock market, interest rate risk in the bond market, and general unknowns in the realm of both monetary and fiscal policy. These are fair and not insignificant issues to ponder, and yet in the quest for a proper […]
Dear Valued Clients and Friends, Prudent risk managers must take an approach of not only evaluating the risks that sit right in front of them, but aggressively looking for risks that loom beneath the surface. The vast majority of material market disruptions over the years did not come from interferences in capital markets that had been […]
In 2009, the owner of Skybridge Investments, Anthony Scaramucci, in response to what was certainly a generational low point for capital markets (numerically) and the sentiment around financial institutions (public relations) decided to throw a hedge fund conference in Las Vegas. The destination was chosen in response to then President Obama’s odd exhortation shortly after […]
Dear Valued Clients and Friends, President Trump’s economic team, led largely by Treasury Secretary Steve Mnuchin and National Economic Council Director Gary Cohn, released a single page document summary of the administration’s proposed tax reform plan two weeks ago. While the most significant changes in the plan come from the business tax code and not […]
Dear Valued Clients and Friends – Welcome to the inaugural issue of Market Epicurean, our attempt at providing our deepest contribution to discussion of the investment landscape. Dividend Café will continue to be our web property that houses our weekly thinking, with a very strong commitment to delivering readable and comprehensible material each and every […]
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