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...
Crossroads
At the Intersection of Geopolitics and Geoeconomics North America Demonstrating their united front in the Indo-Pacific region, leaders of the Quadrilateral Security Dialogue met in Washington for their first in-person meeting. Leaders of the group’s members – the US,...
Weekly Market Update
Global Market News Global equities tumbleGlobal equities fell this week, with the S&P 500 ending its seven-month winning streak. The S&P 500 and Dow Jones dropped 2.21% and 1.36%, respectively, while the Nasdaq closed the week down 3.20%. Meanwhile, the yield...
September’s Market Turmoil: Identifying the Causes
September – following a long tradition – turned out once again to be a month marked by market turmoil. As it can be seen below, the markets closed down between 4.6% (S&P 500) and 5% (Nasdaq). Source: Koyfin What were the causes then for the market drop and could...
Geopolitical Challenges & Statecraft
The power struggle between the US and China is shifting alliances, defining foreign policy objectives, and disrupting the liberal international order. Recent US actions, like the AUKUS deal, have made it clear that the US is pivoting its foreign policy to the...
The Shadows and our Prisoners’ Reality: Plato’s Cave and Energy Prices
John Charalambakis & Joel Fingerman The world experienced a creative ascent in the mid to late 15th century that culminated in the first half of the 16th century. If Renaissance marked the birth of the modern world, then Marsilio Ficino and his translation of...
Weekly Market Update
Global Market News Global equities narrowly gainGlobal equities narrowly gained after a volatile week. The S&P 500 and Dow Jones increased 0.51% and 0.62%, respectively, while the Nasdaq closed the week up only 0.02%. The yield on the US 10-year Treasury soared to...
