Canceling the Noise; Not by Bread Alone Part IX
We all know it by now. The Nasdaq lost 13% just in the month of April and is down more than 21% since the start of the year. As for the S&P 500, it lost almost 9% in April alone. Darlings like Nvidia and PayPal are down 32% and 24% respectively since the beginning...Baffling Landscapes: Declining Markets, Ockham Razor’s, Putin, and Verdi’s Spy
Baffling Landscape One: By the time Grosseteste died in 1253, Oxford had become the Aristotelian stronghold. Two Franciscans who followed him pushed knowledge to new intellectual heights that not even Thomas Aquinas could have imagined. The first was Roger Bacon who...Canceling the Noise; Not by Bread Alone Part VIII
There are four issues that we would like to address in the current edition of this special series that we started on February 14th. Where should we park cash to offset the market’s downturn and the inflationary pressures?Could bonds be the answer? How about TIPS...Canceling the Noise; Not by Bread Alone Part VII
In the current edition of this commentary, we would like to focus on three evolving headwinds that sustain our skepticism about economic and market trajectories, namely: Trade flows, developing countries’ potential defaults, and Russia’s intentional moves to...Sign Up for Our Publications
