RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Belaboring Labor Market Uncertainty

POSTED ON January 30th - POSTED IN Risk On / Risk Off

By Zev Abraham - A few days ago, while driving to work, I heard an interview on Bloomberg radio with Randall Kroszner, an economist from the University of Chicago.  He was asked about the how the labor market was[…]

Smile Greta!

POSTED ON January 3rd - POSTED IN Risk On / Risk Off

By Zev Abraham - "You have stolen my dreams and my childhood with your empty words. . . . People are suffering. People are dying. Entire ecosystems are collapsing. We are in the beginning of a mass extinction, and[…]

Do Deficits Matter?

POSTED ON December 5th - POSTED IN Risk On / Risk Off

By Zev Abraham - I recall vividly my law school moot court advisor telling me the famous phrase “If the facts are against you, argue the law.  If the law is against you, argue the facts.  If the law and the facts are[…]

We Are All Emerging Markets Now

POSTED ON October 24th - POSTED IN Risk On / Risk Off

By Zev Abraham - Have Emerging Market Countries Matured to Be More Like Developed Countries or Has the Opposite Occurred?

A Tale of Two Investments

POSTED ON September 30th - POSTED IN Risk On / Risk Off

By Zev Abraham - It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light,[…]