Empathetic, insightful, and snarky commentary on business, socioeconomics, and global-macro. Partner at Cerity Partners, a national wealth manager and advisor.
Manhattan Beach, CA
Joined April 2007
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Michael retweeted
A wave of Starbucks closures has left customers crowding into downtown Boston’s last outpost while other former shops sit empty. trib.al/XfByxzH
AI chip startup Etched doubles valuation to $21 billion in under a month channelnewsasia.com/business…
As Elon Musk's SpaceX closes in on a $75 billion IPO that could rewrite record books, concerns are mounting that others looking to list in 2026 may find it harder to get deals done under the shadow of the space venture's headline-grabbing debut. reuters.com/business/finance…
Blockbuster SpaceX listing could suck the oxygen out of fragile IPO market bnnbloomberg.ca/business/202…
Truly enjoyed my candid #conversation with Randy Schwimmer, Vice Chairman of Churchill. We could’ve talked for hours but we narrowed it down to 30 minutes and covered a lot of ground, from #investment #market #environment and how #FamilyOffice clients can navigate #uncertainty…
For more information on our #podcast conversation and for links:
linkedin.com/posts/rbtrage_i…
"For #investors, the key insight is that @intel’s turnaround story remains supply-constrained rather than demand-constrained; a frustrating position that delays the financial recovery despite competitive products and strong customer interest," Running Point’s #CIO said.
#AI
For more #fun #insights, #snark, and facts, here is the link to my full commentary: linkedin.com/posts/rbtrage_s…
"Historically, @Netflix has not shied away from doing what’s right for long-term growth even at the expense of near-term negative share price reaction," said Michael Ashley Schulman, chief investment officer of Running Point Capital. "That seems to be the case again." #streaming
For more fun insights, snark, and facts here is the link to the original post: linkedin.com/posts/rbtrage_e…
Our last live television interview of 2025 was on @AsharqBusiness with Bloomberg’s Morning East show with @WAbujalalah and @samiasalehh where we discussed #economic #data, unemployment, the #FederalReserve, rate cuts, and New Year expectations.
"The Oracle of Omaha's exit as CEO can be a psychological tripwire,"
Berkshire is often viewed as the market's safe, reliable choice.… tends to lag when investors…rush…into higher-risk bets, it seems like a wiser hold when market sentiment becomes more cautious, Schulman added
Link to original post with more fun facts is here:
linkedin.com/posts/rbtrage_b…
TECHSTOCK^2 cited Running Point and me in over a half-dozen end-of-the-year articles regarding #technology and #consumer companies: AMD, IBM, Intel, JetBlue, Kraft Heinz, Palantir, and TMTG.
Link to the original @linkedin post that describes this in more detail
linkedin.com/posts/rbtrage_t…
Michael retweeted
- الذكاء الاصطناعي أصبح أكثر القطاعات تاثرا بالبيانات الاقتصادية
-العام 2026 سيشهد تقلبات أكثر بقطاع الذكاء الاصطناعي وسط تضخم ميزانيات شركات التكنولوجيا بالديون
بحسب الشريك ورئيس قسم الاستثمار في شركة Running Point Capital، مايكل آشلي شولمان
@WAbujalalah
@samiasalehh
🔴 تابعوا اقتصاد الشرق للمزيد
The Bank of England is running a crash-test dummy exercise on #privatecredit; that @blackstone, #Apollo, and #KKR signed up says they’d rather open their books than be cast as the next #shadowbank villain—We were quoted on this by @Bloomberg reporter @BloombergSinead #stresstest
Link to the post on LinkedIn with more fun insights, snark, and facts is here:
linkedin.com/posts/rbtrage_p…
Link to the original Bloomberg article is here:
bloomberg.com/news/newslette…
