Publications
By: Joel Charalambakis | On: May 18, 2021 |
Price is What You Pay. Value is What You Get. Part II
“All of humanity’s problems stem from man’s inability to sit quietly in aroom alone.” Pascal I used the quote from Pascal above to close out a piece a couple ofmonths […]
By: Rachel Poole | On: May 15, 2021 |
Weekly Market Update
Global Market News Global equities down on the weekGlobal equities declined this week as inflation fears sparked a selloff. The S&P 500 and Dow Jones ended the week down 1.39% […]
By: Rachel Poole | On: May 13, 2021 |
Geopolitical Challenges and Statecraft
The world seemed to hold its breath when Covid struck, but the winds of change are blowing once again. Israel and Gaza sit at the edge of war, with violence and […]
By: Rachel Poole | On: May 10, 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 Last month, […]
By: Rachel Poole | On: May 8, 2021 |
Weekly Market Update
Global Market News Global equities gain on the weekGlobal equities made gains this week. The S&P 500 and Dow Jones ended the week up 1.23% and 2.67%, respectively, while the […]
By: Rachel Poole | On: May 6, 2021 | Tags: Era of Transformation, Herd Immunity, Possible Futures, Virus
The Day After & the Era of Transformation
Here is our take on the articles summarized below: While we are certainly in a better place than we were a year ago at the pandemic’s onset, low vaccination rates […]
By: John E. Charalambakis | On: May 4, 2021 |
Market Perspective, Verisimilitude, and Punishment: Lessons from Euripides’s Electra
During a recent trip overseas, a client asked me why I admire Edmund Burk. The question should not have caught me by surprise as we frequently discuss the impact of […]
By: Rachel Poole | On: May 1, 2021 |
Weekly Market Update
Global Market News Global equities have mixed weekGlobal equities were a mixed bag this week. The S&P 500 ended the week up 0.02%, while the Dow Jones and Nasdaq closed […]
By: Rachel Poole | On: April 29, 2021 |
Geopolitical Challenges and Statecraft
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 […]
By: Joel Charalambakis | On: April 27, 2021 |
Current Thoughts on Earnings and Sentiment
“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 […]
By: John E. Charalambakis | On: May 10, 2021 |
From Adam Smith and Isaac Newton to Helicopter Money and Superstrings: Crises, Niels Bohr, and the Nash Bargaining Solution
We believe that it is almost a universal belief that the Day After the pandemic our societies will be operating under new norms. The rising debts follow a parallel path […]