Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. What does a Biden presidency mean...
The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations
How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa and bring liberation to the land and the persons you love? And what could the artist Giorgio de...
Weekly Market Update
Global Market News Global equities continue their fall Despite not having a final election result, volatility dropped this week and global equities made substantial gains. The Cboe Volatility Index (VIX) fell from 37 last week to 24 at market close. The yield on the...
Covid-19, US Elections, and the Day After
A New Era of Slow Growth, Low Inflation and High Debt The Economist Intelligence UnitRead the full article here The extraordinary fiscal measures unveiled in the wake of the coronavirus pandemic have provided relief from the economic strains of the pandemic, but they...
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 After weeks of back and forth between Democrats and Republicans, talks over a new Covid-19...
Weekly Market Update
Global Market News Global equities continue their fall Global equities fell on the week as Covid-19 cases surged in the US and Europe. The yield on the 10-year US Treasury note surprisingly rose a few basis points, ending the week at 0.88%. On the other hand, oil...
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of three articles and one podcast with unique insights that may have an impact on our lives and portfolios in the medium term. The threat of...
Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors
Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why doesn’t he ever appear in the play? And why is the slave owner blinded and the same boy keeps coming to...
Weekly Market Update
Global Market News Global equities declined on the weekGlobal equities took a tumble this week as Covid-19 cases surged across the US and Europe. The yield on the US 10-year Treasury note reached a four-month high of 0.84% while the price of a barrel of West Texas...
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. Staying Home: How the Coronavirus...
