Geopolitics & the Day After

Geopolitical Concerns Donald Trump’s assault on Europe  The Economist Trump’s Ukraine Deal Is Looking Great So Far, For the Kremlin Marc Champion, Bloomberg Donald Trump opens the door to Vladimir Putin’s grandest ambitions Max Seddon and Christopher Miller, The...

CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan AfricaCROSSROADS:

Middle East/North Africa In early February, US President Donald Trump proposed that the US should take control of Gaza, remove its 2.3 million residents, and relocate them to Egypt and Jordan, in order to “redevelop” Gaza. His plan was widely condemned and a violation...

CROSSROADS: US, Europe, China & India

North America Since taking office on January 20th, US President Donald Trump has issued over 50 executive orders, more than any president since Harry Truman in his first 100 days. These executive actions cover a wide range of topics, including environmental...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities made gains this week. The S&P 500 and Dow Jones gained 1.47% and 0.55%, respectively, while the Nasdaq increased 2.58%. Despite spiking to 4.65% on Wednesday after the release of strong US inflation...

Carbon Market News Roundup

Challenges to the Green Transition The World's Best Hope to Beat Climate Change Is Vanishing Hayley Warren, David Stringer, Julia Janicki, & Aaron Clark, Bloomberg Wild Cards for the Green Transition Aaron Clark, Bloomberg By 2030, the world must meet a...

Geopolitics & the Day After

This week's newsletter dives into intensifying geopolitical developments across the globe. China’s aggressive diplomatic campaign to isolate Taiwan gains traction in the Global South, while Ukraine’s mineral wealth has become a strategic prize for the US, EU, and...

On Sentiments, Expectations, and the Vitality of Institutions: The Role of Gold

In the commentary we published two weeks ago, we described Mr. Market as an entity that from time-to-time suffers from a manic-depressive syndrome. Yesterday, Bloomberg reported that the stock market sentiment was approaching manic level by late January, as shown...

Weekly Market Update

Global Market News Global Equities Down Global equities were down on the week. The S&P 500 and Dow Jones lost 0.24% and 0.54%, respectively, while the Nasdaq decreased 0.53%. The US 10-year Treasury note continued its decline to close Friday at 4.49%. The price of...

Geopolitics & the Day After

Geopolitical Concerns See How Russia Is Winning the Race to Dominate the Arctic  Daniel Kiss, Thomas Grove, Vipal Monga, Austin Ramzy, Roque Ruiz, Wall Street Journal A US Takeover of an Emptied Gaza? Why Trump’s Proposals Are Shocking Ethan...

The Wooden Nickel: DeepSink

The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. Eight...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities made gains this week. The S&P 500 and Dow Jones gained 1.47% and 0.55%, respectively, while the Nasdaq increased 2.58%. Despite spiking to 4.65% on Wednesday after the release of strong US inflation...

Carbon Market News Roundup

Challenges to the Green Transition The World's Best Hope to Beat Climate Change Is Vanishing Hayley Warren, David Stringer, Julia Janicki, & Aaron Clark, Bloomberg Wild Cards for the Green Transition Aaron Clark, Bloomberg By 2030, the world must meet a...

Geopolitics & the Day After

This week's newsletter dives into intensifying geopolitical developments across the globe. China’s aggressive diplomatic campaign to isolate Taiwan gains traction in the Global South, while Ukraine’s mineral wealth has become a strategic prize for the US, EU, and...

Weekly Market Update

Global Market News Global Equities Down Global equities were down on the week. The S&P 500 and Dow Jones lost 0.24% and 0.54%, respectively, while the Nasdaq decreased 0.53%. The US 10-year Treasury note continued its decline to close Friday at 4.49%. The price of...

Geopolitics & the Day After

Geopolitical Concerns See How Russia Is Winning the Race to Dominate the Arctic  Daniel Kiss, Thomas Grove, Vipal Monga, Austin Ramzy, Roque Ruiz, Wall Street Journal A US Takeover of an Emptied Gaza? Why Trump’s Proposals Are Shocking Ethan...

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