Reconciliation PodcastListen now (14 min) | The fiscal cliff that wasn't, structuralism antitrust policy and the 2021 policy outlook Reconciliation A once a year opportunity…
Barry C. Knapp
The fiscal cliff that wasn't, structuralism antitrust policy and the 2021 policy outlook
Barry C. Knapp
Our October Client Presentation
Barry C. Knapp
Podcast: Let's be Independent TogetherListen now (14 min) | Reflation, earnings and fiscal dominance lessons from the '40s and '50s Let's Be Independent Together Figure 5: Price instability…
Barry C. Knapp
Reflation, earnings and fiscal dominance lessons from the '40s and '50s
Barry C. Knapp
Quick Thoughts on the Fiscal Outlook
Barry C. Knapp
Podcast: The Home StretchListen now (11 min) | An October surprise, the 'Y' shaped recovery, and Financial repression or MMT? The Home Stretch Figure 2: There has been no impro…
Barry C. Knapp
An October surprise, the 'Y' shaped recovery, and Financial repression or MMT?
Barry C. Knapp
Podcast: It's Still EarlyListen now (8 min) | Add equity risk, the mix of growth matters, and clean up of the Nasdaq aisle It's Still Early Figure 3: We will be scouring earnin…
Barry C. Knapp
Add equity risk, the mix of growth matters, and clean up of the Nasdaq aisle
Barry C. Knapp
Podcast: Tax and SpendListen now (10 min) | Reflation & recovery, tax & spend, fade the Fed reaction CNBC Reflation & Recovery Figure 2: The recovery of import prices began …
Barry C. Knapp
Reflation & recovery, tax & spend, fade the Fed reaction
Barry C. Knapp