CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
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...
Carbon Market News Roundup
Welcome to our monthly newsletter, Carbon Market News Roundup, the goal of which is to introduce our audience to a new asset class market in the making: the carbon market. Our previous issues, along with the rest of our commentaries, may...
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
This week's newsletter examines major geopolitical realignments, from Russia’s Arctic ambitions and Trump’s controversial Gaza proposal to the strategic maneuvers of middle powers and escalating tensions over China. In geoeconomics, we examine Trump’s aggressive trade...
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 Down Global equities were down on the week amid volatility, primarily in tech stocks, fueled by Chinese AI startup DeepSeek's unveiling of its AI model that costs 95% less to develop than others (see details below). The S&P...
