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...
Weekly Market Update
Global Market News Global equities decline Global equities declined on the week amid a sharp climb in US Treasury yields. The S&P 500 and Dow Jones closed the week down 1.26% and 0.27% respectively, while the Nasdaq fell 3.86%. The yield on the US 10-year Treasury...
Canceling the Noise; Not by Bread Alone Part VI
It’s time to look under the hood again and cancel the noise while trying to figure out what is happening. There are three issues we will be addressing in this commentary: Inflationary pressures, recessionary risks, and market trajectory. Let us start with the latter....
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...
Erratic Markets and the Fulfillment of Kairos: Linear vs. Non-Linear Interpretation, Part II
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but rather by geopolitics. We get the impression that we are in a game where a clash of...
Weekly Market Update
Global equities mixed Global equities were a mixed bag this week. The Dow Jones closed 0.12% down while the S&P 500 and Nasdaq ended the week up 0.06% and 0.65% respectively. The yield on the US 10-year Treasury note dropped several basis points to 2.37%, and the...
Geopolitical Challenges and Statecraft
Putin capitalized on the failure of democracy in Russia in the late 1990s, ushering in an era of anti-western policies and founding an authoritarian regime. His resentment towards the West and his obsession with restoring Russia’s military might is at the center of...
Deconstructing Declining Dividend Yields
Whether public or private, equity markets operate on the same underlying assumption - the investor is contributing capital now to participate in the future success of the company, at the risk of participating in its failure as well. Until that success is translated...
