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...
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...
