Geopolitics & the Day After
We begin this week's newsletter by examining the state of the Middle East, which is still embroiled in conflict. Next, we turn our focus to Europe's political and economic ailments, focusing on the particular weaknesses in major economies such as France and Germany....
The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recenttopics 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. 1....
Weekly Market Update
Global Market News Global Equities Make Gains Global equities rose on the week, with the Dow Jones and S&P 500 rising 1.21% and 1.11%, respectively, while the Nasdaq gained 1.13%. The US 10-year Treasury note climbed several basis points to 4.09%. and the price of...
Geopolitics & the Day After
We begin this week's newsletter by examining the geopolitical forecast for the fourth quarter of 2024, focusing on potential developments around the world. Next, we turn our focus to the recent stimulus injected into China's economy, and whether or not it will be...
CROSSROADS: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead. Furthermore, we share our thoughts on the market implications of the reported developments. North America...
Weekly Market Update
Global Equities Increase Global equities increased on the week, with the Dow Jones and S&P 500 rising 0.09% and 0.22%, respectively, while the Nasdaq gained 0.10%. The US 10-year Treasury note rose slightly to 3.97%, and the price of a barrel of West Texas...
Geopolitics & the Day After
We begin this week's newsletter by examining the possible consequences of a conflict between Israel and Iran, highlighting the recent attacks on Hezbollah from Israel. Next, we turn our focus to the potential fiscal crisis looming over the global economy. We then...
The Peripatetic Journey Along and Across the Modern Rubicon: Alea Iacta Est & Market Empiricism
Vienna in the 1920s became the center of logical empiricism, which crowned rational knowledge and scientific discoveries as the primary sources of discovering truths and advancing progress. Just in the last four weeks, the market has experimented with new highs in...
Weekly Market Update
Global Market News Global Equities Increase Global equities increased on the week, trading near record levels. The Dow Jones and S&P 500 rose 0.59% and 0.62%, respectively, while the Nasdaq gained 0.95%. The US 10-year Treasury note rose slightly to 3.75%, and the...
Geopolitics & the Day After
We begin this week's newsletter by examining the different reactions, from investors to other central banks, to the Federal Reserve's recent rate cut. Next, we turn our focus to the recent escalation of hostilities between Israel and Hezbollah, highlighting the...
