SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.”...
Weekly Market Update
Global Market News Global equities approach record-highsGlobal equities approached record-high territory this week on expectations of a fast rollout of several Covid-19 vaccines and the hopes that more fiscal stimulus is on its way soon. The yield on the US 10-year...
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 Former vice president Joe Biden has been declared the winner of the US presidential election....
Covid-19 and the Day After
Starting next week, we will begin alternating our Covid-19 and the Day After publication with a new commentary summarizing articles that highlight the critical geopolitical trends impacting our lives and portfolios. We hope you will enjoy it! As Covid-19 cases are...
Portfolio Anchoring & Capital Allocation at the Dawn of Power Shifts
Can we truly live and invest heroically? Can we truly stare into the abyss of pain, despair, and disaster and somehow draw strength from those encounters? Could we contemplate on the fragility and uncertainty of our lives and portfolios and summon the will to...
Covid-19 and the Day After
As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we would like to share with you below a summary of four...
Discussing the Trajectory of the Dollar at Villa Diodati
Why Villa Diodati? Two famous manuscripts were drafted there: The Modern Promethus (a.k.a. Frankenstein) by Mary Shelley, and The Vampyre by Lord Byron and Polidori. After all, the villa is not far from Geneva, the intellectual birthplace of the most famous...
Weekly Market Update
Global Market Update Global equities make slight gainsGlobal equities were slightly up this week, despite the fact that Dow Jones and S&P 500 closed down 0.73% and 0.68% respectively on Friday. The 10-year US Treasury Note yield fell 7 basis points to 0.83%, and...
Covid-19, US Elections, and the Day After
As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we would like to share with you below a summary of four...
Price Is What You Pay. Value Is What You Get.
“An investor who does not do research is like a poker player who does not look at the cards." - Peter Lynch McCaw Cellular Communications was founded in the mid-1960s as a cable television provider who started pivoting to cellular technology in the mid-1980s. Buoyed...
