Redefining Market Confusion: Mark Twain and Moby Dick at Black Diamond Bay
Out of the blue, I got a call from a friend yesterday asking: “Can Oracle pay its bills?” The response that jumped out of my mouth was simple: “In today’s financial investment world, investing is like spying: It requires a lot of imagination.” The reason for this...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities were broadly higher on the week as of midday Friday, led by a rebound in energy and semiconductor stocks. The yield on the US 10-year Treasury note rose seven basis points to 4.54%, while West Texas...
Geopolitics and the Day After
Welcome to this week's edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Carbon Market News Roundup
Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. Across the EU...
Geopolitics and the Day After
This Saturday, the United States marks 250 years since a group of men, educated in the classical tradition and steeped in the works of Cicero, Seneca, Marcus Aurelius, and John Locke, put their names to a document that attempted to translate two millennia of...
Weekly Market Update
Global Market News Global Equities Take Losses Global equities were broadly lower on the week amid concerns about the valuation of tech and semiconductors. The U.S. 10-year Treasury yield declined eight basis points to 4.37%, while West Texas Intermediate crude fell...
Geopolitics and the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Managing the Art of Bullishness and Bearishness: When Goethe Dined with Beard
In less than two weeks, we will celebrate America’s 250th anniversary since the Declaration of Independence. There have been several paintings that reflect the spirit of America, and the one that is known as “The Bulls and Bears in the Market” reflects America’s...
Regional Market Watch
Welcome to our monthly newsletter which covers key developments in major non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end this piece with a spotlight on commodities....
Carbon Market News Roundup
Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. This issue of...
