US Stocks Will Underperform Global Equities Over Next Decade

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US Stocks Will Underperform Global Equities Over Next Decade Authored by Mark Cudmore, Bloomberg macro strategist, The US stock market capitalization accounts for 44.1% of the global equities market. That’s near the seeming limit of the past 20 years (Bloomberg data on this only goes back to September 2003) and there are structural reasons why the […]

These Five Niche Commodities Signal China’s Recovery Faltering

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These Five Niche Commodities Signal China’s Recovery Faltering China’s economic recovery from draconian zero-Covid controls is faltering. Investors had very high hopes earlier this year that the world’s second-largest economy would roar back to life and help offset weakness in the global economy. However, six months later, those same hopes have faded into disappointment.  One […]

BlackRock’s Larry Fink And The New Post-ESG Realism

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BlackRock’s Larry Fink And The New Post-ESG Realism Authored by Rupert Darwall via RealClear Wire, As regular as the turn of the seasons, each January sees Larry Fink, founder and CEO of BlackRock, the world’s largest asset manager, publish a lengthy letter on the state of the world and its implications for finance and investors. […]