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Macro innovations and asset alphas show significant mutual causation. April 2023 This brief article draws from the recent research publicati
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U.S. federalism and domestic institutional arrangements A given country is federal when both of its national and sub-national governments exercise separa
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U.S. inflation has become sustainably less than the 2% policy target in recent years. As Harvard macro economist Robert Barro indicates, U.S. inflation has
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Capital structure theory and practice The genesis of modern capital structure theory traces back to the seminal work of Modigliani and Miller (1958
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Facebook, Apple, Amazon, Netflix, and Google (FAANG) have been the motor of the S&P 500 stock market index. Several economic media commentators contend
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Stock Synopsis: ESG value and momentum stock market portfolio strategies Since 2013, we have been delving into the broad topics of ESG (Environmental, So