Publications

By: Rachel Poole | On: December 11, 2021 |

Weekly Market Update

Global Market News Global equities make gainsGlobal equities regained ground this week as Omnicron fears toned down. The S&P 500 and Dow Jones closed the week up 3.82% and 4.02%, […]

By: Rachel Poole | On: December 9, 2021 |

Geopolitical Challenges & Statecraft

The global shift to green energy will transform nearly every element of the global economy, therefore also having a major impact on the geopolitical landscape. Democracy’s world leaders who are […]

By: Rachel Poole | On: December 8, 2021 |

Crossroads: At the Intersection of Geopolitics and Geoeconomics

Here is a summary of the most important events that unfolded last month, and which may affect economic, financial, and geopolitical issues in the months ahead: North America Yesterday, US […]

By: John E. Charalambakis | On: December 7, 2021 |

Thinking about the Markets’ Paedagogus: Maxwell’s Demon and Hermas Contemplate the 2022 Trajectory

Over the weekend, I received my invitation for the legendary end-of-year flight where I am privileged to listen to dialogues of well-known persons. The subliminal message in this year’s invitation […]

By: Rachel Poole | On: December 2, 2021 |

The Day After & the Era of Transformation

Here is our take on the articles summarized below: The energy transition marches on. To begin our summaries this week, we examine how one of the key elements of the […]

By: John E. Charalambakis | On: November 30, 2021 |

Economic & Market Outlook 2022: Part I

John Charalambakis, Mohamed Ramzi Roshdi, & Nicolas Abdelhak Thucydides taught us that the past shapes the future, but the latter has a tendency to depart from the former with a […]

By: Naomi Wilkerson | On: November 23, 2021 |

Animal Research and the Danger of Misinformation

By: Naomi Wilkerson, PhD, Neuroscientist and Science Policy Advisor In 2018, the Pew Research Center released a poll that asked Americans a simple question: do you agree or disagree with […]

By: Rachel Poole | On: November 20, 2021 |

Weekly Market Update

Global Market News Global equities mixedGlobal equities were a mixed bag this week. The S&P 500 and Nasdaq closed the week up 0.32% and 1.24%, respectively, while the Dow Jones […]

By: Rachel Poole | On: November 18, 2021 |

Geopolitical Challenges and Statecraft

Due to the Thanksgiving holiday, we will not be posting The Day After & the Era of Transformation next Thursday. The world of geopolitics has become increasingly polarized to the […]

By: Joel Charalambakis | On: November 16, 2021 |

Disruption and the Second Derivative

“Fish where the fish are” – Charlie Munger There’s an old story from the birth of the Norwegian oil market that has always stuck with me. In the 1960s the Norwegian […]

By: Rachel Poole | On: November 13, 2021 |

Weekly Market Update

Global Market News Global equities fall shortGlobal equities fell short this week, ending a 5-week winning streak. The S&P 500 and Dow Jones fell 0.31% and 0.63%, respectively, while the […]