Canceling the Noise; Not by Bread Alone Part IX
We all know it by now. The Nasdaq lost 13% just in the month of April and is down more than 21% since the start of the year. As for the S&P 500, it lost almost 9% in April alone. Darlings like Nvidia and PayPal are down 32% and 24% respectively since the beginning...
Weekly Market Update
Global Market News Global equities continue fallingGlobal equities declined this week, with the S&P 500 marking its worst January to April performance since 1939 and the Nasdaq posting its worst four-month start to the year ever. The S&P 500 and Dow Jones...
The Day After & the Era of Transformation
“John Charalambakis Ph.D. offers the most astounding and far-reaching commentaries on global reality one can imagine. He reaches back thousands of years in history and makes lessons of history relevant for today…The world would be a better place if global leaders...
Baffling Landscapes: Declining Markets, Ockham Razor’s, Putin, and Verdi’s Spy
Baffling Landscape One:Â By the time Grosseteste died in 1253, Oxford had become the Aristotelian stronghold. Two Franciscans who followed him pushed knowledge to new intellectual heights that not even Thomas Aquinas could have imagined. The first was Roger Bacon who...
Canceling the Noise; Not by Bread Alone Part VIII
There are four issues that we would like to address in the current edition of this special series that we started on February 14th. Where should we park cash to offset the market’s downturn and the inflationary pressures?Could bonds be the answer? How about TIPS...
Weekly Market Update
Global Market News Global equities decline Global equities tumbled this week. The S&P 500 and Dow Jones closed the week down 2.75% and 1.86% respectively, while the Nasdaq fell 3.83%. The yield on the US 10-year Treasury note ticked up several basis points to...
Geopolitical Challenges and Statecraft
For this week’s geopolitical look, we begin with a discussion of the self-destructive nature of Putin’s war in Ukraine. From there, we examine how CIA Director Bill Burns has distinguished himself and his organization during the Ukrainian conflict through masterful...
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 make formal proclamations or projections....
Canceling the Noise; Not by Bread Alone Part VII
In the current edition of this commentary, we would like to focus on three evolving headwinds that sustain our skepticism about economic and market trajectories, namely: Trade flows, developing countries’ potential defaults, and Russia’s intentional moves to...
Crossroads
At the Intersection of Geopolitics and Geoeconomics April 13, 2022 | Volume 5, Issue 4| Rachel Poole 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...
