The fintech giant Ant Group is headed for one of the biggest IPOs of all time. This isn’t just a big deal for Wall Street, it’s also a big deal […]

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There’s a lot of doom and gloom in today’s headlines. Sensationalized business reporting is  leading many people to overly simplistic views about the state of the economy. The pandemic is […]

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Are we heading towards a great depression or a great recovery? Your views are probably influenced by where you live and how you get your news. Real, objective metrics on […]

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Warren Buffet once said that only when the tide goes out do you find out who has been swimming naked. The downturn is here, and business schools look very exposed. […]

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The federal government is dishing out trillions in stimulus dollars. So much money is practically impossible to imagine.  But these debts belong to us all. We need to think carefully […]

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Most of us had never heard of a cytokine storm before a few weeks ago. For those unfamiliar, many patients with coronavirus suffer a “double whammy” when their immune system […]

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Many people had never heard of force majeure before a few weeks ago. It’s often buried towards the back of legal contracts, and typically viewed by business leaders as a […]

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Sometimes investors ask me whether secular stagnation is bad for Alliance’s investments.  In short, the answer is no. The longer answer is that secular stagnation is a macro trend where […]

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If you take the financial news media too seriously, you might think we were on the edge of economic catastrophe. With unemployment at record lows and consumer confidence high, I’d […]

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Jack Welch once said that whichever team sees the world more clearly, wins. In today’s rapidly changing environment, our broad, nuanced, and detailed understanding of risk profiles is a key […]

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