Publications

By: Rachel Poole | On: November 14, 2020 |

Weekly Market Update

Global Market News Global equities make gainsGlobal equities made gains this week after promising vaccine news hit the press. The S&P 500 rose more than 2% over the week and […]

By: Rachel Poole | On: November 12, 2020 |

Covid-19, US Elections, and the Day After

At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]

By: John E. Charalambakis | On: November 10, 2020 |

The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations

How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa […]

By: Rachel Poole | On: November 7, 2020 |

Weekly Market Update

Global Market News Global equities continue their fall Despite not having a final election result, volatility dropped this week and global equities made substantial gains. The Cboe Volatility Index (VIX) […]

By: Rachel Poole | On: November 5, 2020 |

Covid-19, US Elections, and the Day After

A New Era of Slow Growth, Low Inflation and High Debt The Economist Intelligence UnitRead the full article here The extraordinary fiscal measures unveiled in the wake of the coronavirus […]

By: Rachel Poole | On: November 2, 2020 |

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 After weeks […]

By: Rachel Poole | On: October 31, 2020 |

Weekly Market Update

Global Market News Global equities continue their fall Global equities fell on the week as Covid-19 cases surged in the US and Europe. The yield on the 10-year US Treasury […]

By: Rachel Poole | On: October 29, 2020 |

Covid-19, US Elections, and the Day After

At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of three articles and one podcast with […]

By: John E. Charalambakis | On: October 27, 2020 |

Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors

Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why […]

By: Rachel Poole | On: October 24, 2020 |

Weekly Market Update

Global Market News Global equities declined on the weekGlobal equities took a tumble this week as Covid-19 cases surged across the US and Europe. The yield on the US 10-year […]

By: Rachel Poole | On: October 22, 2020 |

Covid-19, US Elections, and the Day After

At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]