Geopolitical Challenges & Statecraft
Due to the Easter holiday, we will not be posting a Weekly Market Update this Saturday. The global order is entering a phase of multipolarity where a variety of ideological and political ideas are at the forefront of global leadership. To promote international...
When Moore Isn’t Enough: Part II
"The risk that matters most is the risk of permanent loss.” - Howard Marks “When we speak of risk, we are not speaking of share price volatility. Share price volatility provides us with opportunity. When we speak of risk we are thinking about exposure to permanent...
Weekly Market Update
Global Market News Global equities gain slightlyGlobal equities were slightly up on the week. Both the S&P 500 and Dow Jones posted gains of 1.57% and 1.36% respectively, while the Nasdaq decreased 0.58% on the week. The US 10-year Treasury dropped down a few bps,...
Covid-19 and the Day After
Here is our take on the articles summarized below: The growth outlook for the US economy this year is looking promising. Trillions of dollars of government stimulus have already been pumped into the economy and more is expected as the Biden administration works on...
When Isaiah Berlin Dined with Vladimir Putin: International Diversification and Intelligentsia at a Time when Dreams of Subjugation Converge in the Twilight Zone
When Isaiah Berlin sat down to draft some thoughts about his forthcoming dinner meeting with Vladimir Putin, he contemplated if the focus should be on a single theme (like it was with Xi Jinping when they met), or whether he should let the discussion flow, given the...
Weekly Market Update
Global Market News Global equities rallyGlobal equities were slightly down on the week. The S&P 500 and Dow Jones lost 0.77% and 0.46% respectively, while the Nasdaq decreased 0.79% on the week. The US 10-year Treasury continued to rise, closing Friday at 1.72%....
Geopolitical Challenges and Statecraft
There is much anticipation over the US and China’s first high-level meeting scheduled for today. Chinese-American relations have reached new lows over the last year, with tensions escalating even more in the last couple of weeks as a suspected Chinese cyberattack has...
Heroes, Heroines, Villains, and Disruptors: Market Dancing to the Music of an Avatar Reproduction
In his Notes from the Underground, Fyodor Dostoyevsky writes, “What makes a hero? Courage, strength, morality, withstanding adversity? …Who are these so-called heroes and where do they come from? Are their origins in obscurity or in plain sight?” In The Return of the...
Weekly Market Update
Global Market News Global equities rallyGlobal equities rallied this week after sustaining losses last week. The S&P 500 and Dow Jones were up 2.64% and 4.07% respectively. A tech rally brought the Nasdaq up 3.09% on the week, but the Nasdaq is almost flat for the...
Covid-19 and the Day After
Here is our take on the articles summarized below: The Covid-19 pandemic has disrupted many sectors of the global economy in both good ways and bad. Our summaries today focus on the developments in the technology and shipping industries as they have reacted and...
