Erratic Markets and the Fulfillment of Kairos: Linear vs. Non-Linear Interpretation, Part II
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but rather by geopolitics. We get the impression that we are in a game where a clash of...Weekly Market Update
Global equities mixed Global equities were a mixed bag this week. The Dow Jones closed 0.12% down while the S&P 500 and Nasdaq ended the week up 0.06% and 0.65% respectively. The yield on the US 10-year Treasury note dropped several basis points to 2.37%, and the...Geopolitical Challenges and Statecraft
Putin capitalized on the failure of democracy in Russia in the late 1990s, ushering in an era of anti-western policies and founding an authoritarian regime. His resentment towards the West and his obsession with restoring Russia’s military might is at the center of...Deconstructing Declining Dividend Yields
Whether public or private, equity markets operate on the same underlying assumption – the investor is contributing capital now to participate in the future success of the company, at the risk of participating in its failure as well. Until that success is...Sign Up for Our Publications
