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Shelley GoldbergShelley Goldberg

, Senior Correspondent


Perpetual Bonds: Equity in Disguise

In financial and economic circles, the word “forever” is rarely uttered. In fact, the word “forever” has really lost its meaning in modern vernacular, commonplace only among teenager “BFF” text signoffs. But not anymore – “forever” is back in vogue, along with the subject of perpetual bonds. Forever is a Long Time A perpetual bond...

Global Trade and the TTIP: Brexit Continues its Destruction

Global trade has become an increasingly hot-button issue, particularly among the U.S. presidential candidates, and the representatives endorsing them, as election-time draws closer. These concerns are particularly pertinent in light of slowing global economic growth, blatant unfair trade practices from Russia and China, and a renewed concern over U.S. service and manufacturing jobs moving overseas....

Setting the Stage for an Energy and Defense Rally

Confrontation on the South China Sea (SCS) has been a major ongoing issue for the Association of the Southeast Asian Nations (ASEAN). One such conflict will come to a head on July 12, when the international Court of Arbitration in the Hague issues its verdict in the case initiated by the Philippines against China to...

Former Fed Chair Alan Greenspan Examines the Brexit

Last week, Britain voted to leave the European Union (EU) in what has come to be known as Brexit. Bloomberg’s Tom Keene and Mike McGee turned to former Federal Reserve Chair, Dr. Alan Greenspan to learn more about why he believes that there was no good reason for a Brexit, his predictions in terms of...

Is Running the Fed Like Riding a Bike?

One of the first rules of riding a bicycle is to ‘”shift gears early and often.” This constant adjustment keeps up momentum without wearing out the rider or the bike. Ideally, any Fed Governor would follow this same course of action; but like competing in the Tour de France, it’s far from easy. To “shift...

How to Take Control When ROE Just Doesn’t Cut It

Investors making equity investment decisions based on return on equity (ROE) may be missing the boat. ROE is a closely watched number among savvy investors because it’s a strong measure of how effective a company’s management is in creating value for its shareholders. But it can still be misleading. This is because it’s vulnerable to...

Making Sense of China’s Surplus and the “Ratchet Effect”

President Obama has a major bone to pick with China – and it boils down to what is known as the “ratchet effect.” The term refers to an escalation in production or price that tends to self-perpetuate. In the case of China, it’s all about production – that there’s way too much of it. In...

Byron Wien Finally Reveals the Identity of the “Smartest Man in Europe”

Since 2002, I have eagerly anticipated reading Byron Wien’s Market Commentary.  Every month, Wien shares thoughts and predictions regarding the economy, as well as the occasional investment ideas of a laudable-yet-mysterious character referred to as the “Smartest Man in Europe.” The 15-Year Mystery Wien is the Vice Chairman of Blackstone Advisory Partners L.P., and he...

The Commodities Market Has a Sweet Tooth

Despite appearances that the entire commodities sector is continuing on a major downslide, one resource remains steadfast – sugar. Sugar has been one of the best-performing commodities so far this year – largely driven by a global supply shortage, after wallowing in a five-year surplus. Supply woes are pushing futures prices higher, while demand continues...

Unilever – A Model of Corporate Sustainability

On May 10, 2016, New York University’s Stern Center for Sustainable Business and The Huffington Post hosted a conversation on “The 21st Century Corporation.” The discussion featured Tensie Whelan, Director of Stern’s Center for Sustainable Business, and Jo Confino, Executive Editor of The Huffington Post, along with Paul Polman, the CEO of Unilever Plc (UL)....