Reformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
Peter is the Chief Investment Officer at Bleakley Financial Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.
Observations, opinions and insights on stocks, companies and the markets. Always flying red flags – and a few green ones, too!
I've been reading Herb Greenberg since the 1980s. Or maybe that was his father... but there are very few with his disciplined approach to identifying suspect investments
Thought provoking commentary focused on financial markets, behavior, consumerism, culture, and economics from Aaron David Garfinkel, Real Estate and Macro Analyst.
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
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