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It’s ‘all a bit upside down’ on market reactions to inflation outlook from CNBC.   Right now, it’s all about bond yields. The U.S. market has been extremely expensive by historical standards for several years now. Throwing out one popular valuation metric, the 10-year CAPE is sitting at 1998 levels. By some metrics (median price/sales...
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I joined Oriel Morrison and Martin Soong on CNBC this evening to chat about the market. It’s feeling a bit like the 1990s these days! Is this market a return to the 1990s? from CNBC.  
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I joined Oriel Morrison on CNBC to chat about tax reform, the Fed and what else we should expect in 2018: A ‘good seasonal time’ to be invested from CNBC.
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I joined CNBC’s Oriel Morrison to chat about some of the best investment destinations for the final weeks of 2017:   Is it time to look at midstream oil and gas pipelines? from CNBC.   
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Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how the company is upping the ante in its arms race with Amazon (AMZN).
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