By: Rachel Poole | On: February 18, 2021 |
The articles we selected this week explore shifting power balances through several lenses. First, renewable energy is a relatively new piece on the geopolitical chessboard, but it has quickly garnered […]
By: Rachel Poole | On: February 14, 2021 |
Global Market News Global equities riseGlobal equities rose this week. The yield on the US 10-year Treasury note increased 3 basis points to 1.20% while oil prices continued to rise. […]
By: Rachel Poole | On: February 11, 2021 |
Here is our take on the articles summarized below: As recovery efforts around the globe begin to gain traction, policymakers and economists are looking for what the future holds. In […]
By: John E. Charalambakis | On: February 9, 2021 |
In our commentary two weeks ago, we described how the confidence and sectoral momenta interact and create the four quadrants of market expectations. In that same commentary we also presented […]
By: Rachel Poole | On: February 6, 2021 |
Global Market News Global equities rallyGlobal equities rallied this week after dropping more than 3% last week. The yield on the US 10-year Treasury note rose to 1.17% while oil […]
By: Rachel Poole | On: February 4, 2021 |
The articles we have summarized this week explore the ties between the US and China and Russia, which are arguably the most complicated and tense relationships newly elected President Joe […]
By: Joel Charalambakis | On: February 3, 2021 |
A student asked me for investing book recommendations a couple of weeks ago. There were several that I mentioned but the one I heavily emphasized is a book called The […]
By: Rachel Poole | On: February 1, 2021 |
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 Newly elected […]
By: Rachel Poole | On: January 28, 2021 |
Here is our take on the articles summarized below: Central banks around the world have pumped trillions of dollars of liquidity into markets in order to ensure some kind of […]
By: John E. Charalambakis | On: January 26, 2021 |
Whether we look north or south, east or west, we discover powerful forces that crown this era of metamorphosis and change. With this and the forthcoming commentary on Feb. 9, […]
By: John E. Charalambakis | On: February 16, 2021 |
Stochastic Paths and Market Abnormalities: Rootlessness and the Contingencies of Cycles of Tragedies
In 1942, Quincy Wright published a two-volume work where, while drawing from distinct disciplines such as anthropology, history, psychology, and mathematics, he tried developing a precise formula that would enable […]