Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week, bringing markets their best monthly performance since 2020 as they try to rebound. The S&P 500 and Dow Jones advanced 4.26% and 2.97% respectively, while the Nasdaq rose 4.70%....
The Day After & the Era of Transformation
As the world struggles with the looming prospect of a widespread economic slowdown, we begin our look at the Day After with an analysis of how the EU is preparing itself for a recession. From there, we look at the dynamics of the food shortage shaping politics in the...
Weekly Market Update
Global Market News Global equities rise Global equities were higher on the week. The S&P 500 and Dow Jones advanced 2.55% and 1.95% respectively, while the Nasdaq rose 3.33%. The yield on the US 10-year Treasury dropped several basis points to 2.75% while the...
Geopolitical Challenges and Statecraft
The Global South has long been a battleground for global power competition. While US economic and political influence in the Global South has waned in recent years, Russia and China have stepped up their investments in the region and it’s paying off. The first article...
Mess with the Bull(whip) and Get the Horns
Investors are getting a front-row seat to Supply Chain 101 during and in the aftermath of the global pandemic. Interconnectedness seems to always be unveiled amid crisis, whether that is financial contagion such as the Asian Financial Crisis or global operations, as...
Canceling the Noise; Not by Bread Alone Part XIII
Whether we talk about Herodotus, Thucydides, Montesquieu, or Gibbon, the fundamental element is that history illuminates human conditions. If we take it a step further, we discover that history is not the unpeeling of the past but the breathing in of the living...
Canceling the Noise; Not by Bread Alone Part XII
The mark of a true statesman (really, of any leader) is magnanimity combined with moderation, justice, courage, foresight, prudence, a genuine concern for the public good, and temperance. Which of these features should be part of our institutions (government,...
Never Say Never
Bob Farrell’s 10 Market Rules for Investing is a timeless list of wisdom which immortalized the strategist. After studying under Benjamin Graham and David Dodd at Columbia, Farrell worked at Merrill Lynch for 45 years and eventually became their Chief Market...
Weekly Market Update
Rachel Poole Mustor | June 25, 2022 Global Market News Global equities rebound Global equities were higher on the week with markets rebounding sharply Friday afternoon. The S&P 500 and Dow Jones advanced 6.45% and 5.39% respectively, while the Nasdaq jumped 7.49%....
The Day After & the Era of Transformation
Introduction: For today’s look at the Day After, we examine four areas where stability is threatened by world events. The first of these is energy markets, where the Russian invasion of Ukraine has brought to light the need to balance the competing interests of...
