Commentary
Squeezed in the Middle
It’s ironic. Just as the economy seems to be picking up steam and the Fed is ratcheting up rates to…
Read MoreYou Can Take it With You
Years ago the humorist Robert Benchley was traveling in Italy on summer vacation. Upon arriving in Venice, he cabled his…
Read MoreWhat Inning Are We In? (Last of a Series)
Confusion over where we are in the cycle was clarified a bit last week. The chief of JP Morgan Chase,…
Read MoreWhat Inning Are We In? (Second of a Series)
In a move that’s bound to suggest we’re late in some kind of cycle, the US Postal Service announced last…
Read MoreWhat Inning Are We In? (First of a Series)
That’s the perennial question that leading direct lenders addressed last week on a panel moderated by your correspondent at the…
Read MoreFast Food
McDonald’s reported surprisingly strong earnings for the first quarter. An RBC piece last week said the burger giant’s results were…
Read MoreSpotlight on Healthcare – A Special Industry Report (Last of a Series)
We close our special healthcare series with a discussion of risk. “Increased risk is one of the primary concerns we…
Read MoreSpotlight on Healthcare – A Special Industry Report (Seventh of a Series)
We caught up recently with a banker friend – a veteran of the healthcare industry – to ask him for…
Read MoreSpotlight on Healthcare – A Special Industry Report (Sixth of a Series)
So far in our healthcare series, we’ve shown a sampling of private equity and advisory perspectives. This week we get…
Read MoreSpotlight on Healthcare – A Special Industry Report (Fifth of a Series)
One of the most interesting features of the new healthcare landscape is the evolving relationship between patients and doctors. As…
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