Capitulating to Market Deconstruction: The March to an Unreasonable Imperfection
Plato and Hegel saw constant changes and sometimes revolutions as the seeds that forced societies to rise to the historical occasion of their times. Moreover, both of them considered evolutionary changes the ingredient that could inspire a march of Reason to...
The Day After & the Era of Transformation
The world is on the edge of both an energy and a food crisis. While it is easy to point the finger at rogue leaders like Mr. Putin - who is certainly to blame for much chaos and destruction - the reality is there are structural inefficiencies in the global system that...
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. A...
Weekly Market Update
Global Market News Global equities falterGlobal equities were lower on the week, ending a four-week winning streak. The S&P 500 and Dow Jones declined 1.21% and 0.16% respectively, while the Nasdaq dropped 2.62%. The yield on the US 10-year Treasury rose several...
Geopolitical Challenges and Statecraft
For this week's examination of the geopolitical forces shaping the world of tomorrow, we look at how the rules of yesterday have begun to fracture under the weight of new challenges. We begin with a historical exploration of how several crises have produced...
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 Congress passed a sweeping economic bill that includes major legislation on healthcare, taxes,...
The Day After & the Era of Transformation
For this week’s exploration of the Day After, we look at four crises shaping the decisions of today and the world of tomorrow. We begin with the largest climate bill to pass the US Senate and its implications for the future of the climate fight. From there, we turn to...
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. A...
Geopolitical Challenges and Statecraft
For this week’s geopolitical look, we examine the conflicts shaping the trajectory of the 21st century. The first is the US-China rivalry, which is quickly coalescing around the sovereignty of Taiwan. The second is the struggle for authority in global institutions as...
Buying the Narrative
Company valuation is one of the more recent iterations of the ancient human tradition of storytelling. Like all traditional narrative forms, it pits a protagonist (company managers) against a problem (how to generate profits) and details how they overcome the...
