Publications
By: Rachel Poole | On: September 16, 2021 |
Geopolitical Challenges and Statecraft
The Biden administration is keen on revitalizing American foreign policy and restoring the country’s global leadership position. To do so, the US will have to invest time, money, and political […]
By: Rachel Poole | On: September 11, 2021 |
Weekly Market Update
Global Market News Global equities down on the week Global equities lost ground this week. The S&P 500 and Dow Jones dropped 1.69% and 2.15%, respectively, while the Nasdaq closed […]
By: Rachel Poole | On: September 9, 2021 |
The Day After & the Era of Transformation
Here is our take on the articles summarized below: As we move into the final third of 2021, the continual advance of change has only accelerated. While the “meme stock” craze […]
By: Rachel Poole | On: September 7, 2021 |
Crossroads: At the Intersection of Geopolitical 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 The US […]
By: Rachel Poole | On: September 7, 2021 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities advanced this week, marking the seventh consecutive month of gains. The S&P 500 rose 0.58% on the week while the Dow Jones […]
By: Rachel Poole | On: September 2, 2021 |
Geopolitical Challenges and Statecraft
As Germany gears up for federal elections this month, we take a look at the top candidates seeking to fill Chancellor Angela Merkel’s shoes. Her successor will not only take […]
By: John E. Charalambakis | On: August 31, 2021 |
Digital Currencies, T.S. Eliot, and the Land of Endless Money: Part II
In our August 10th commentary we touched on the parallels between T.S. Eliot’s poem Waste Land and the rehypothecation of assets/bonds (a dangerous endeavor that could undermine financial stability). Furthermore, […]
By: Rachel Poole | On: August 28, 2021 |
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The S&P 500 and Dow Jones both gained 1.52% and 0.96% respectively, while the Nasdaq soared, closing […]
By: Rachel Poole | On: August 26, 2021 |
The Day After & the Era of Transformation
Here is our take on the articles summarized below: As the stability of the global economic system is increasingly shaken, more and more potential outcomes are becoming “known unknowns” – […]
By: Joel Charalambakis | On: August 24, 2021 |
Removing Friction
“You need a different checklist and different mental models for different companies. I can never make it easy by saying, “Here are three things.” You have to derive it yourself […]
By: John E. Charalambakis | On: September 14, 2021 |
When Leo Caprivi Replaced Otto von Bismarck: Bellicose Transitions, Pivots, and the Markets
The world got almost everything wrong about Xi Jinping prior to 2012 and even a few years after Xi took over China’s leadership. By 2017, it was clear that the […]