Paul Greene has beaten the benchmark 8-10% a year over the last five years. The system is simple but the discipline is a little more complicated.
“Strategists predicting the impact of a presidential election are worse than the pollsters,” Miller Tabak strategist says. "Best contrary indicator."
The showman lets an important point slip. it's good to focus on the big-brain strategic picture but at the end of the day clients need to see results.
Chief investment strategist warns that failures in the repo market are anything but "random" in a world punctuated with negative yields and doubts.