◀ The Principal Blog

Views from the CIO: If the United States were a “stock,” would you buy it?



A “micro” analysis of “macro” events There’s been a lot of recent analysis on U.S. macroeconomic events as well as what the new Trump presidency means for the U.S. economy and financial markets. As we are bottom-up fundamental researchers, I thought I’d offer a different…

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March goes live: breaking down Janet Yellen’s testimony



Federal Reserve (Fed) Chair Janet Yellen endured a grueling and highly politicized two-day round of Congressional testimony. Senators and congressional representatives asked numerous politically charged questions about Dodd-Frank and the Fed’s role in financial regulation. The politicians lobbed…

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