Geopolitical Challenges and Statecraft
Destabilizing forces by definition have complicated interactions and unforeseeable consequences. For this week’s geopolitical look, we examine several destabilizing currents in the world today: the US-China rivalry, water insecurity, and unrest in Turkey, Sudan,...
Crossroads
At the Intersection of Geopolitics and Geoeconomics North America US President Joe Biden unveiled a $1.85 trillion economic and environmental spending package last week, hoping to rally support from holdout Democrats hours before he left for Europe to attend the G-20...
The Day After & the Era of Transformation
With world leaders set to meet in Glasgow tomorrow to discuss the next wave of climate policy, much of the nation’s energy has been focused on climate policy. We begin our weekly news review with a dive into that meeting and the topics it will cover. We then discuss...
From Navigation to Cultivation: Portfolios in the Light of Augustus and Faust, Part I
In the distance, Faust saw something like a flickering orange light. “There must be a fire, out there” he thought, and suddenly Mephistopheles appeared, by stating the obvious: “Yes, of course there is, and it consumes the house of Baucis and Philemon, you know that...
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains after a week of positive third-quarter earnings results. The S&P 500 and Dow Jones gained 1.64% and 1.08%, respectively, while the Nasdaq closed the week up 1.29%. Meanwhile, the yield on the...
Geopolitical Challenges & Statecraft
It is no secret that China is the Biden Administration’s number one foreign policy challenge. Despite intense international backlash, China has demonstrated time and time again that it has no regard for human rights or international rule of law, and is unwilling to...
Contemplating Technological Evolutions
By: Nicolas Abdelhak, Mohamed Ramzi, John Charalambakis “The only thing that is constant is change” - Heraclitus What is that common theme in Mozart’s Don Giovanni and in Goethe’s Faust? In our interpretation, the underlying theme that the audience of Don Giovanni and...
The Hendiadys Way of Investment Pivoting: A Lion AND a Fox; a Serpent AND a Dove
By 1556 AD, King Charles V had abdicated the Spanish throne to his son Philip II. The Habsburg dynasty was well into its way of dominating European (and not only) affairs for the next three and a half centuries. Twenty years later, King Philip II had adopted a motto...
Weekly Market Update
Global Market News Global equities gain after volatile week Global narrowly gained after a volatile week in the markets. The S&P 500 and Dow Jones gained 0.79% and 1.17%, respectively, while the Nasdaq closed the week just barely down 0.06%....
The Day After & the Era of Transformation
Here is our take on the articles summarized below: Even as the Delta variant of Covid-19 continues to spread across the globe, its first- and second-order effects are wreaking havoc on global systems. In our first article, we examine three concerns laid out by...
