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Goldman Sachs follows the timeless business principles and best practices in financial market design and investment management. William Cohan (2011) M
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AYA Analytica finbuzz podcast channel on YouTube May 2019 In this podcast, we discuss several topical issues as of May 2019: (1) Our proprietary alp
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Is it anti-competitive and illegal for passive indexers and mutual funds to place large stock bets in specific industries with high market concentration? Ha
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The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2019-09-17 08:33:00 Tuesday ET

Global stock market investors foresee the harbinger of a major economic downturn. Many stock market investors become anxious due to negative term spreads an
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Ray Fair applies his macroeconometric model to study the central features of the U.S. macroeconomy such as price stability and full employment in the dual m