Weekly Market Update
Global Market News Global equities tumble in first trading week of 2022Global equities were down in this year’s first week of trading. The S&P 500 and Dow Jones closed the week down 1.87% and 0.29%, respectively, while the Nasdaq dropped 4.53%. The yield on the US...
Geopolitical Challenges and Statecraft
January 6, 2022 We invite you to check out John's new book, The Canon of the Markets: Reflections from the Attic of History, Philosophy, Literature, and Statecraft. This collection of John's commentaries on financial markets and statecraft is now available for...
Contemplating an Allegory on Money, Markets, Worldviews, and the Principle of Li: A Conversation Among Joseph Schumpeter, Hermas, Pieter Bruegel, and James Maxwell
As I was approaching the gate at the Colorado airport for the flight to Sao Paolo, I was curious to see who my co-travelers would be this year. When the invitation for this year’s flight arrived just before Thanksgiving, the subliminal message was that Maxwell and...
This Is Not Your Forefather’s Treasury Market
US CPI has come in hotter than most of the worrisome projectionswarned about, reaching the highest levels the economy has seen sincethe stagflation of the 1970s. The Federal Reserve has announced botha start to the tapering of asset purchases, as well as an...
Weekly Market Update
Global Market News Global equities tumbleGlobal equities were down on the week. The S&P 500 and Dow Jones closed the week down 1.94% and 1.68%, respectively, while the Nasdaq dropped 2.95%. The yield on the US 10-year Treasury note decreased several basis points...
The Day After & the Era of Transformation
Here is our take on the articles summarized below: For this week’s look at the Day After, we examine four elements forming the world of tomorrow: artificial intelligence, China’s economic stagnation, the growth of the metaverse, and the global carbon transition. The...
Weekly Market Update
Global Market News Global equities make gainsGlobal equities regained ground this week as Omnicron fears toned down. The S&P 500 and Dow Jones closed the week up 3.82% and 4.02%, respectively, while the Nasdaq rose 3.61%. The yield on the US 10-year Treasury note...
Geopolitical Challenges & Statecraft
The global shift to green energy will transform nearly every element of the global economy, therefore also having a major impact on the geopolitical landscape. Democracy’s world leaders who are facing a seemingly never-ending pandemic, the spread of authoritarianism,...
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 Yesterday, US President Joe Biden and Russian President Vladimir Putin held a two-hour virtual...
Thinking about the Markets’ Paedagogus: Maxwell’s Demon and Hermas Contemplate the 2022 Trajectory
Over the weekend, I received my invitation for the legendary end-of-year flight where I am privileged to listen to dialogues of well-known persons. The subliminal message in this year’s invitation was that Hermas (the famous author of The Shepard) and Maxwell (the...
