Weekly Market Update
Global Market News Global equities continue to drop Global equities continued their fall, closing out a down week, month, and quarter. The S&P 500 and Dow Jones declined 2.92% and 2.91% respectively, while the Nasdaq dropped 2.69%. The yield on the US 10-year...
Geopolitics & the Day After
We have decided to experiment with the idea of merging our Geopolitical Challenges and The Day After & the Era of Transformation publications, instead of rotating them every other week. We hope you will enjoy our first edition of Geopolitics & the Day After....
Market Turmoil, Plato’s Cave, and Lord Acton: Searching for the “Madonna of the Future”
Henry James described the story of an artist who devoted his entire life to a single painting as “The Madonna of the Future.” Yet, at his death, they found the easel in his studio with just a blank canvas. The market trajectory under current circumstances could be the...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead: North America US support for Ukraine continues to ramp...
The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections....
Canceling the Noise; Not by Bread Alone Part XIV
While we do not live in a world and a marketplace where the illusion that everything is fine and dandy dominates, an epidemic of denial as to the causes is prevalent and is sweeping the world and the markets. A wrong diagnosis will inevitably lead to the wrong...
Weekly Market Update
Global Market News Global equities drop on inflation concerns Global equities were down on the week as inflation figures came in higher than expected. The S&P 500 and Dow Jones declined 4.77% and 4.13% respectively, while the Nasdaq dropped 5.48%. The yield on the...
The Day After & the Era of Transformation
For this week’s look at the Day After, we once again delve into the global risks facing today’s leaders, examining how the pressure on the global system is squeezing out old methods of problem-solving. We begin with Europe’s mounting energy crisis, which is set to...
Weekly Market Update
Global Market News Global equities recover from down week Global equities pared back losses this week as markets digested news indicating a recession may be less severe than anticipated. The S&P 500 and Dow Jones rose 3.67% and 2.70% respectively, while the Nasdaq...
The Dividing Line of Discipline
“What is the difference between investing in the stock market and gambling?” This question was posed to me about a year ago by a friend of mine, and it has profoundly shaped my perception of the markets ever since. Obviously, there are significant differences between...
