Crossroads: At the intersection of geopolitics and geoeconomics
Here is a summary of the most important events that unfolded this month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Over the last month, tensions between the US and China have escalated to new highs. At the...
If FAANG is the Answer, then what are the Questions?
Sometimes I feel that I have no answers, and as a teacher my role is to question my students’ answers. When unrestricted growth and concentrated power is amassed at the hands of a few players, then the economy may end up stagnating, inequalities may start exploding,...
Weekly Market Update
Global Market News Global equities mostly flatGlobal equities saw little change on the week. We saw initial signs of turmoil and higher risks associated with market valuations. The yield on the US Treasury dropped to 0.55%, and the price of a barrel of West Texas...
Covid-19 and the Day After
Here is a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. Redrawing the Map of Global Trade Boston Consulting GroupRead the full article here More than anything else, the coronavirus crisis has been...
Money, Debts, Gold and the Greenback: When Yeats Met Orwell
In his sixth section of “Meditations in Time of Civil War”, the famous Nobel laureate Irish poet (and pillar of literature) William Butler Yeats writes: “We had fed the heart on fantasies, the heart’s grown brutal from the fare. More substance in our enmities than in...
Weekly Market Update
Global Market News Global equities suffer slight dropGlobal equities ended the week down slightly as news of rising unemployment and heightening tensions between the US and China beat out stimulus and vaccine hopes. The yield on the US Treasury dropped to 0.59%, while...
Covid-19 and the Day After
By Rachel Poole and Tyler Thompson There are those who make a difference. There are those who draft history. And then there are those who change history forever. We hope that our readers will enjoy one of the last interviews that Paul Volcker - the best Chairman of...
And Now What? Financial Strategy in the Midst of Contrasting Signals
Homer taught us the contrasting qualities of leaders. Achilles was a man of action. Odysseus was a man of words. Both envisioned strategy from different perspectives. One represented strength. The other cunning. Later Machiavelli named those perspectives as force and...
Weekly Market Update
Global Market News Global equities make some gainsGlobal equities added small gains this week, a vaccine hopes overshadowed a continued increase in US Covid-19 cases. The yield of the US 10-year Treasury note remained steady at 0.62% as did Volatility which ended the...
Covid-19 and the Day After
Coronavirus Spending Pushes U.S. Budget Deficit to $3 Trillion for 12 Months Through June Kate Davidson, Wall Street JournalRead the full article here The US budget deficit has soared in the months since the pandemic began, and is projected to reach $3.7 trillion...
