Publications
By: Rachel Poole | On: May 8, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we thought that it might be helpful to send, once a week, a summary of 3-4 articles which reflect the new realities and their potential […]
By: Rachel Poole | On: May 5, 2020 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded this past month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Crude […]
By: Rachel Poole | On: May 2, 2020 |
Weekly Market Update
Global Market News Global equities slightly downGlobal equities were slightly down on the week. The US 10-year Treasury note was also little changed this week, yielding 0.62% at the end […]
By: Rachel Poole | On: April 25, 2020 |
Weekly Market Update
Global Market News Global equities slightly lowerThough the market rally continues, global equities were slightly lower on the week. The yield on the US 10-year treasury note changed little, coming […]
By: Joel Charalambakis | On: April 23, 2020 |
Alphabet Soup of Recoveries
“The three most important words in investing are margin of safety.” – Warren Buffett There’s been an alphabet soup of hypothesized recovery patterns over the last two months as the […]
By: Rachel Poole | On: April 18, 2020 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week despite grim economic data reports. However, the yield on the US 10-year Treasury note dropped 11 basis points […]
By: John E. Charalambakis | On: April 14, 2020 |
Balance of Power, Thucydides, Useful Idiots, & Covid-19: Part III, China and the Statecraft Dimension
“The admiration of the present and succeeding ages will be ours, since we have not left our power without witness…We have forced every sea and land to be the highway […]
By: Rachel Poole | On: April 11, 2020 |
Weekly Market Update
Market Action Global equities performed higher on the week as many hope the coronavirus pandemic is reaching its peak. The yield on the US 10-year Treasury note rose to 0.73%. On […]
By: John E. Charalambakis | On: April 6, 2020 |
Is the Covid-19 Awakening Undercurrent Threats and Underwriting a Paradigm Shift? Markets, Statecraft, and the Dollar: Part II, the Oil Dimension
OPEC+ was born in the midst of the last oil crisis about five years ago. It expanded the traditional cartel of 14 nations and included Russia, Mexico, Kazakhstan, and few […]
By: Rachel Poole | On: April 4, 2020 |
Weekly Market Update
Market Action Global equities were lower on the week and US Treasuries continued their fall. The US 10-year Treasury note fell 0.18% to 0.58%. The oil sector had a bit of […]
By: John E. Charalambakis | On: April 30, 2020 |
From Westphalia (1648) to Vienna (1815) and onto Paris (1919), Bretton Woods (1944), Camp David (1971) and the forthcoming Paradigm Shift: Part IV (final), Rebalancing of Power
In the second book of Aristotle’s Nicomachean Ethics we are confronted with a list of virtues and vices. In that table we read about andreia (courage), sophrosune (temperance), eleutheriotes (liberality), […]