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 […]

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 […]

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’ […]

It’s time to look under the hood again and cancel the noise while trying to figure out what is happening. There are three issues we will be addressing in this […]

Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but […]

In the autumn of 324 BCE and just a few months before his death, Alexander the Great organized a magnificent banquet in the Babylonian city of Opis, by the banks […]

The Fed raised rates last Wednesday by 0.25%, a very inadequate response to the realities of fast-approaching double-digit inflation. Gone are the days of decisive bold leadership of a Fed […]

In this edition of our series, we are focusing on two fundamental questions: Is the market stabilizing given the new reality of growth and inflation? Why has Putin’s delusional madness […]

Remirro de Orco was made the governor of Romagna by Cesare Borgia for one purpose: to silence rebellious voices and pacify an insurgency. Romero failed, and his body was found […]

What can we conclude from a week marked by a delusional war and high volatility, and what should we be preparing for? The first graph below portrays the YTD market […]