Investment Outlook 2017: Part II
In last week’s commentary we covered mainly the initial outlook for equities. In today’s post we would like to present an initial outlook for other markets such as bonds, commodities, and foreign exchange. Let’s start with the debt markets and the implications for...An Initial Market Outlook for 2017: Part I
The only certain thing about a prognostication is that it will be wrong. Keeping that humble thought in mind, we offer our readers our initial thoughts on the markets’ trajectory for 2017, which of course need to be adjusted as the quarters of the year unfold and...Meta-modernity Meets the Post-Literate World in the Era of Post-Truth: A Discussion among Cincinnatus, Empedocles, Virgil, Ibn Rushd, Hobbes, Spinoza, Canaletto, Doremus Jessup and Milton Friedman
As I was boarding my usual end-of-the-year overseas flight I could clearly hear the arguments of a heated debate: “Do values matter and are they supposed to create the rules or should the rules create the values of the world order?” Like in the years past I...Mispricing Risk and Market Conditions at the Dawn of the New Year: Rules, Aleppo and the Banks of the Nile
Historically speaking credit markets serve as a reliable signal regarding global economic conditions. Tight spreads between corporate and government bonds have been indicating improving economic conditions, faster growth, higher incomes and profits and rising business...Sign Up for Our Publications
