Jun 6 – Jim welcomes back Michael Kantrowitz CFA, now teaming with Francois Trahan at Cornerstone Macro in New York City. Michael’s expertise includes business-cycle forecasting the implications for financial markets including global asset allocation...
Feb 22 – Jim welcomes back Michael Kantrowitz CFA, Director, Portfolio Strategy & Quantitative Research at Wolfe Trahan in New York. Michael sees the inflationary set-up as the big difference between 2012 and 2013. He expects record high...
Aug 22 – Jim welcomes back Michael Kantrowitz CFA, Director, Portfolio Strategy & Quantitative Research at Wolfe Trahan & Co. in New York. Michael notes that his research points to higher stock prices this fall and a turnaround in...
