Canceling the Noise; Not by Bread Alone Part VII
In the current edition of this commentary, we would like to focus on three evolving headwinds that sustain our skepticism about economic and market trajectories, namely: Trade flows, developing countries’ potential defaults, and Russia’s intentional moves to...Canceling the Noise; Not by Bread Alone Part VI
It’s time to look under the hood again and cancel the noise while trying to figure out what is happening. There are three issues we will be addressing in this commentary: Inflationary pressures, recessionary risks, and market trajectory. Let us start with the latter....Erratic Markets and the Fulfillment of Kairos: Linear vs. Non-Linear Interpretation, Part II
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but rather by geopolitics. We get the impression that we are in a game where a clash of...Deconstructing Declining Dividend Yields
Whether public or private, equity markets operate on the same underlying assumption – the investor is contributing capital now to participate in the future success of the company, at the risk of participating in its failure as well. Until that success is...Erratic Markets in the Garden of Opis: The Linear and Non-Linear Interpretation, Part I
In the autumn of 324 BCE and just a few months before his death, Alexander the Great organized a magnificent banquet in the Babylonian city of Opis, by the banks of the Tiger River. There were more than nine thousand guests from several nations at that banquet. All...Sign Up for Our Publications
