Geopolitical Challenges & Statecraft
The global shift to green energy will transform nearly every element of the global economy, therefore also having a major impact on the geopolitical landscape. Democracy’s world leaders who are facing a seemingly never-ending pandemic, the spread of authoritarianism,...
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 Yesterday, US President Joe Biden and Russian President Vladimir Putin held a two-hour virtual...
Thinking about the Markets’ Paedagogus: Maxwell’s Demon and Hermas Contemplate the 2022 Trajectory
Over the weekend, I received my invitation for the legendary end-of-year flight where I am privileged to listen to dialogues of well-known persons. The subliminal message in this year’s invitation was that Hermas (the famous author of The Shepard) and Maxwell (the...
The Day After & the Era of Transformation
Here is our take on the articles summarized below: The energy transition marches on. To begin our summaries this week, we examine how one of the key elements of the renewable energy shift - cobalt - has become a critical issue in the US China rivalry, with China...
Economic & Market Outlook 2022: Part I
John Charalambakis, Mohamed Ramzi Roshdi, & Nicolas Abdelhak Thucydides taught us that the past shapes the future, but the latter has a tendency to depart from the former with a vengeance! In this commentary, we offer an initial assessment of next year’s outlook...
Animal Research and the Danger of Misinformation
By: Naomi Wilkerson, PhD, Neuroscientist and Science Policy Advisor In 2018, the Pew Research Center released a poll that asked Americans a simple question: do you agree or disagree with the use of animals in scientific research? Results showed that 52 percent of U.S....
Weekly Market Update
Global Market News Global equities mixedGlobal equities were a mixed bag this week. The S&P 500 and Nasdaq closed the week up 0.32% and 1.24%, respectively, while the Dow Jones dropped 1.38%. The yield on the US 10-year Treasury note decreased slightly to 1.54%,...
Geopolitical Challenges and Statecraft
Due to the Thanksgiving holiday, we will not be posting The Day After & the Era of Transformation next Thursday. The world of geopolitics has become increasingly polarized to the extremes. The US- China rivalry has begun taking on aspects of the Cold War’s nuclear...
Disruption and the Second Derivative
“Fish where the fish are” - Charlie Munger There’s an old story from the birth of the Norwegian oil market that has always stuck with me. In the 1960s the Norwegian economy was not a place that attracted a lot of capital. It was a subsistence economy built on the...
Weekly Market Update
Global Market News Global equities fall shortGlobal equities fell short this week, ending a 5-week winning streak. The S&P 500 and Dow Jones fell 0.31% and 0.63%, respectively, while the Nasdaq closed the week down 0.69%. The yield on the US 10-year Treasury note...
