And Now What? Financial Strategy in the Midst of Contrasting Signals
Homer taught us the contrasting qualities of leaders. Achilles was a man of action. Odysseus was a man of words. Both envisioned strategy from different perspectives. One represented strength. The other cunning. Later Machiavelli named those perspectives as force and...Economic Recovery and Market Trajectory
When we look at US jobs data, we get a clear picture that more than 7 out of the 22 million jobs lost during the Covid-19 crisis have been recovered. That fact by itself is a powerful factor in explaining the market’s recovery. However, the surge of infections...Market Developments and Wildcards
There is little doubt that stock market indicators (besides the rally itself until recently) pointed to a recovery that is better than the one expected by the majority of analysts, economists, and market watchers. The equity markets recovered most of the losses that...Kleptocratic Authoritarianism and the Chinese Dragon
“President Putin is the leader of a great country who is influential around the world. He is my best, most intimate friend”, Xi Jinping, 2018 Hello darkness, I am still looking for useful idiots. The petrostate is at my disposal, so feudalism has been redefined. I no...Sign Up for Our Publications
