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 After weeks of back and forth between Democrats and Republicans, talks over a new Covid-19...
Weekly Market Update
Global Market News Global equities continue their fall Global equities fell on the week as Covid-19 cases surged in the US and Europe. The yield on the 10-year US Treasury note surprisingly rose a few basis points, ending the week at 0.88%. On the other hand, oil...
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of three articles and one podcast with unique insights that may have an impact on our lives and portfolios in the medium term. The threat of...
Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors
Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why doesn’t he ever appear in the play? And why is the slave owner blinded and the same boy keeps coming to...
Weekly Market Update
Global Market News Global equities declined on the weekGlobal equities took a tumble this week as Covid-19 cases surged across the US and Europe. The yield on the US 10-year Treasury note reached a four-month high of 0.84% while the price of a barrel of West Texas...
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. Staying Home: How the Coronavirus...
Necessary but Insufficient: Monetary Boogeymen and Valuations
Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and the Middle East. The title of “Khan” was still sought after for the status and privilege it...
Weekly Market Update
Global Market News Global equities little changed on the weekGlobal equities were little changed on the week after we saw several days of losses following a positive week last week. The US 10-year Treasury note eased to 0.74% after its rise to 0.79% last week and the...
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. The US Election and Your...
TIGER and False Prophets: Economic Recovery (diachronic vs. synchronic in Herodotus’s tradition) at the Dawn of 2021
The Great Wall of Steroids (a.k.a. China), in their propaganda war to subjugate other countries into their own illiberal image (see our posting of April 14th), wants us to believe that they are growing and that their economic indicators are now higher they have ever...
