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...
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week after promising vaccine news hit the press. The S&P 500 rose more than 2% over the week and the US 10-year Treasury note rose 11 basis points to 0.89%. The price of a barrel of West...
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. What does a Biden presidency mean...
The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations
How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa and bring liberation to the land and the persons you love? And what could the artist Giorgio de...
