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An American Infrastructure Fantasy: Why The Choices Shape The Future Of The Nation
Let’s just assume for a moment that there was bi-partisan agreement on a national infrastructure initiative…
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With Blackstone’s New Fund, Don’t Confuse Infrastructure Investment with Infrastructure Development
The news that Blackstone is launching a mega fund to invest in US infrastructure, including a major commitment by…
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About that Trillion Dollars of Infrastructure Spending
Both the current occupant of the White House and the current minority party in Congress are promoting a trillion…
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Being Stupid is so Over
Americans have long associated business success with superior intelligence, but this understandable inference misses the role of risk-taking, which…
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Building Empire City: How Infrastructure Drives Growth in America’s Metropolis
Urbanization is a global megatrend that is not likely to end, even for New York. So where will the…
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The Great Energy Boom of 2016
Oil prices have gone up over 60% from their low just a few months ago. That’s an astounding result….
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Does This Century Still Belong to China?
It is the early years of the new century, and while until recently talk has been about booming growth…
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The New Flight To Safety: Foreign Money Pours Into U.S. Real Assets
As trouble brews around the world, we have entered an era of disinvestment in the emerging markets. After over…
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Up For 2016: Tech Bust and Energy Boom
My turn for predictions. This year two major market trends should complete their current cycles: the tech boom and…
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La Grande Illusion Of Investing To Save The Planet
The effusive Parisian toasts to a future of clean energy largely got a characteristic New
York response on Wall Street:… -
Where To Invest In Energy Now
Energy stocks are probably undervalued right now due to an overcorrection from the fall of oil prices. The selloff…
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Why Oil Is Not Like Tobacco
The recent disclosure that the NY Attorney General has begun an investigation of Exxon Mobil over whether it misled…