Jeff Kolitch’s passion for real estate started early, with his Dad. He’s never looked back.
WebExtra
YARDENI: MOVIE TRIFECTA
Movie buff, Ed Yardeni has been reviewing films for clients since the 1990s and always included a review of the movie he and his wife saw over the weekend in his Monday briefings. When I asked him to pick a favorite, he chose a trilogy.
KETTERER: CHINA COMMITMENT
Since Causeway Capital opened its Shanghai office in 2020, many other U.S. firms have reduced their presence or left China entirely after draconian COVID restrictions and government crackdowns on business. Sarah Ketterer explains why Causeway has taken the opposite approach.
FRIDSON: MUSICAL BENEFITS
Marty Fridson reveals his passion for music and how it’s benefitted his career.
YARDENI: 2023’S MUST-SEE MOVIE
Ed Yardeni’s voluminous, data-driven, daily research has always been geared to institutional investors, but recently he introduced “Quick Takes” for individuals.
A SURPRISING AI IMPACT AND CHINA’S THREAT ARE ON DAVID GIROUX’S RADAR SCREEN
David Giroux’s research revealed AI’s impact extends beyond company profits, influencing the entire economy with potential changes to inflation and interest rates. Additionally, he identified China’s military aggression as a separate portfolio risk.
