When Isaiah Berlin Dined with Xi Jinping: Extrapolating Facts about The Great Wall of Steroids
The invitation sent by Isaiah Berlin left the date open. The city was supposed to be London. However, Xi Jinping responded with one precondition: An assessment by Berlin of Biden’s dogma, especially after their first phone call on February 10th. To that Berlin...Stochastic Paths and Market Abnormalities: Rootlessness and the Contingencies of Cycles of Tragedies
In 1942, Quincy Wright published a two-volume work where, while drawing from distinct disciplines such as anthropology, history, psychology, and mathematics, he tried developing a precise formula that would enable policymakers to calculate the probability of war. It’s...Portfolio Construction in an Era of Transformation: When Tragedians & Mozart Met the Inescapable Smash of Ineluctable Forces, Part II
In our commentary two weeks ago, we described how the confidence and sectoral momenta interact and create the four quadrants of market expectations. In that same commentary we also presented eight forces (consumer confidence, monetary conditions, fiscal conditions,...Portfolio Construction in an Era of Transformation: When Sophocles Met the Inescapable Smash of Ineluctable Forces, Part I
Whether we look north or south, east or west, we discover powerful forces that crown this era of metamorphosis and change. With this and the forthcoming commentary on Feb. 9, we would like to share with you our views of the most important forces which, in our opinion,...Sign Up for Our Publications
