Weekly Market Update
Global Market News Global equities decline Global equities were lower on the week amid an uptick in US inflation and waning hopes of rapid rate cuts. The S&P 500 and Dow Jones declined 0.42% and 0.11% on the week respectively, while the Nasdaq lost 1.34%. The US...
Geopolitics & the Day After
This week, we examine the unique trends that are likely to have a significant impact on the global economic and geopolitical landscape. First, we discuss how the strength of the US economy is complicating the fight against inflation. Then, we look at the prospects for...
Jean Bodin, Valuations, and the Invisible Foundations of the Market
As the old saying goes, good days tend to reward cheap assets, especially when things start on a wave of mysticism and end up as politics. Furthermore, when we look at the fundamentals of equities in the US, a signal of overvaluation jumps out that may be calling for...
Geopolitics & the Day After
This week, we touch on a wide array of subjects, from economics to elections. First, we discuss the movement of global investment away from China. Then we move to an examination of the various threats to global economic growth, despite optimistic forecasts. We then...
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 formal proclamations or projections 1....
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The S&P 500 and Dow Jones increased 1.38% and 1.43% on the week respectively, while the Nasdaq grew 1.12%. The US 10-year Treasury note dropped several basis points,...
Geopolitics & the Day After
This week, we explore the financial, economic, and geopolitical state of the world. First, we discuss the ways that global finance, large companies, and energy commodities are changing in our new age of geopolitical and economic uncertainty. Then we move to an...
The Debt, the Fed, and that Sycophant Iago
Self-deception and evil are the two main characteristics of Shakespeare’s tragedy Othello. Like Otello (in Verdi’s opera) who defended Cyprus against the Ottomans (a pre-incarnation to Lawrence of Arabia) Othello nowadays - allegorically speaking - represents those...
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The S&P 500 notched record highs this week before lowering on Friday, but still posting a weekly gain of 1.06%. The Dow Jones increased 0.65% on the week, while the Nasdaq grew...
Geopolitics & the Day After
This week, we are examining several global and regional developments that lend insight into the state of world affairs. First, we discuss the takeaways from Davos, the gathering of the World Economic Forum in Switzerland. Then we move to an analysis of the expanding...
