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. A New Cold War: Trump, Xi and the...
Fertilizers in the Market’s Vineyard: From Delos to Athens and the Skepticism of Montaigne
It has become common belief and even market strategy the dogma “don’t fight the Fed”. Once the Fed decided to follow an expansionary accommodative policy (at the onset of the 2008 financial crisis), the market has been on an upswing that defies fundamentals and,...
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made some gains this week after multiple weeks of decline. Markets rallied strongly early in the week but lost ground on Friday after President Trump announced he has tested positive for Covid-19 and the US...
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that took place last month, and as they are unfolding may affect economic, financial and geopolitical issues in the months ahead: North America The run up to November’s presidential election has been full of drama so...
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. Inflation Is Already Here—For the...
Where Corporate Profits Come From: Deficits and COVID-19
There are a number of variables, factors, and principles that overlap between both Microeconomics and Macroeconomics: interest rates, wages, investment, taxation, among many others. Millions of students around the world will explore these ideas and drivers as they...
Weekly Market Update
Global Market News Global equities fall as volatility edges upGlobal equities were down again this week. The S&P 500 recorded its fourth consecutive week of losses. The yield on the US 10-year treasury bond dropped to 0.66% while the price of a barrel of West...
Covid-19 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 Legal Fight Awaiting Us After...
Mustard Seed Developments: Could Epictetus’s Discourses Teach us Anything About Rising Uncertainty?
More than twenty years ago I read a book by Tom Sine titled “Mustard Seed versus McWorld”. I had met the author a couple of years earlier when we both served on a panel together, but what made me get that book was its intriguing title and the foreword by Ravi...
Weekly Market Update
Global Market News Global equities continue to dropAfter a strong start to the week for US tech and airline companies, global equities dropped lower on the week. The yield on the US 10-year Treasury note ended the week at 0.69%, while WTI oil gained significant ground...
