Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Geopolitical Derivatives and the Markets: It Started With a Bang; Where Does it Go From Here?
The year 2026 started with a bang! Maduro is out, the oil sector prepares for new dynamics, the US declared that it will run Venezuela for the foreseeable future – disavowing Maria Corina Machado – while allowing US oil companies to shape its future. The new National...
Who is in the Middle? A Conversation Among Isaac Asimov, Margaret Atwood, Ray Bradbury, William Gibson, and David Stockman
The invitation for the annual end-of-year trip arrived with a condition and a warning attached. The condition was to read, prior to boarding the plane, the newly released National Security Strategy (NSS), and the warning was that the plane would be going through the...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led by Nicholas Kristof. We...
CROSSROADS: North America, Europe, China, India & Japan
This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led by Nicholas Kristof. We...
Geopolitics & the Day After
This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led...
Facts at the Dawn of 2026
Let’s start where we left the discussion in the last commentary. Rising Japanese yields are sending a warning signal, especially when we consider the statements of the Japanese central bank regarding forthcoming interest rate increases. The rate differential in...
Weekly Market Update
This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led...
Geopolitics & the Day After
This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led by Nicholas Kristof. We...
The Wooden Nickel
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 make formal proclamations or projections....
