Geopolitical Challenges & Statecraft
Tensions between Russia and the West have reached new heights. While it is no mystery that Moscow desires to reassert itself in the world order and return to bipolar spheres of influence, it is unclear to Western leaders just how far Putin will go. As Russia could be...
The Wooden Nickel
Instead of a post that looks at one market/investing topic in-depth with commentary and analysis, we thought we’d try something different. Without a specific broad topic grabbing our attention this month, this post will provide a short blurb on a handful of unrelated...
Weekly Market Update
Global Market News Global equities slightly down on the week Global equities were down again this week. The S&P 500 and Dow Jones closed the week down about 0.30% and 0.88%, respectively, while the Nasdaq dropped 0.28% on the week. The yield on the US 10-year...
The Day After & the Era of Transformation
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 purchase...
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 Canada has threatened retaliatory measures if the US goes ahead with a proposed tax credit for...
Investment Landscape 2022: Market Epicureans vs. Market Stoics
Strato of Lampsacus stepped out of the boat that had just docked at the Alexandria, Egypt port. At that moment, he knew that this was the right place for the rejuvenation of Aristotle’s Lyceum that had lost its shine and influence in Athens. The proper study for the...
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...
