While the world is in a seemingly constant state of rising tensions, several events seem to have accelerated the pace. For this week’s geopolitical summaries, we examine the context for several […]

“It takes the character to sit with all that cash and to do nothing. I didn’t get to where I am by going after mediocre opportunities.” – Charlie Munger Earnings […]

Here is our take on the articles summarized below:  Though the pandemic has devastated the global economy over the last year, there are signs of a robust economic recovery. National […]

The global pandemic has had a destabilizing impact on many of the norms and institutions of world governance. For this week’s geopolitical look, we examine how several subsurface trends were brought […]

“The cure for high prices, is high prices.” Inflation has probably been the most debated and discussed macroeconomic variable of the past year. It’s been hotly discussed for much of […]