Entries by Dave

Employment Leading or Lagging Indicator?

If you read much on the business cycle then you have probably heard that “employment is a lagging indicator”. We have read and heard it from the mouths of pundits on TV, economists on TV and in print, and in research reports.  But as with anything just because a lot of people say something doesn’t […]

Some Benefits Of Trading Across Asset Classes-Or An Advertisement For Global Macro

With only a few weeks left in 2015 it would be a fair statement to say that there has been a lot of troubles in the asset management business. US Stocks are flat, bonds are flat, foreign stocks are down, commodities are down, junk bonds are down, and gold is down.  Here is a year […]