• First Word
Fri November 18

I just returned from a multiday visit with institutional investors in Tel Aviv. Over the course of two days, we sat down with over 80 institutional investors representing AUM of >$500 billion. We spent half a day in Jerusalem (my first visit there) and in...

Udayaditya Barua AB2PHF206XA Unsplash
  • First Word
Wed July 20

Roundtable takeaways: Proximity (if not already) at lows for bear. EPS risk lower than consensus expects. OW Tech/Growth.

If you missed our FSinsight Roundtable, - click HERE for the replay   ______________________________________________ _SUMMARY: ROUNDTABLE WITH GROUP HEADS, CONTRASTING AND HARMONIZING THE VIEWS ACROSS SECTOR HEADS_ We hosted a roundtable of the group heads of FSinsight on Monday 7/18. As our members know, our group heads often have divergent...