Power does not guarantee security. Preserving the global order is costly. Restraining the forces that aim at destabilizing the global order is even costlier. The fate of the dollar and […]

As the global automotive industry accelerates toward a cleaner, more sustainable future, the electric vehicle (EV) market has been significantly elevated and demands exploration. It is a fact that EVs […]

What has been happening with European stocks (ticker EZU below) since the beginning of the month? Why have they lost more than 6%, while the S&P 500 (ticker SPY) and […]

In this special edition newsletter, we turn our focus to India, diving deep into its economic and geopolitical landscape, as well as the nation’s aspirations for the future. While India […]

In the first part of this two-part series, we outlined four possible scenarios that make up Mr. Uncertainty. Antigone stood up to Creon which represented the epitome of self-destruction not just for […]

Last weekend the Financial Times published an article by Ruchir Sharma, titled “What went wrong with capitalism”. Sharma is an analyst whom I highly respect, and in his book The Rise and […]

Several questions are surfacing following the weekend’s geopolitical developments. Here are a few of them: Has the paradigm of the Middle East conflict been shifted, and if yes, can it […]

In our previous commentary, we discussed reality as the trajectory of three parallel lines (markets, geopolitics, and Karl Barth’s writings on creation) that eventually intersect. Since then, the market reality […]

In this series, we will seek to discuss Reality as the trajectory of three parallel lines that eventually intersect: Market dynamics, geopolitics, and Karl Barth’s writings on creation. In his […]