Thinking about the Markets’ Paedagogus: Maxwell’s Demon and Hermas Contemplate the 2022 Trajectory
Over the weekend, I received my invitation for the legendary end-of-year flight where I am privileged to listen to dialogues of well-known persons. The subliminal message in this year’s invitation was that Hermas (the famous author of The Shepard) and Maxwell (the...Economic & Market Outlook 2022: Part I
John Charalambakis, Mohamed Ramzi Roshdi, & Nicolas Abdelhak Thucydides taught us that the past shapes the future, but the latter has a tendency to depart from the former with a vengeance! In this commentary, we offer an initial assessment of next year’s outlook...Animal Research and the Danger of Misinformation
By: Naomi Wilkerson, PhD, Neuroscientist and Science Policy Advisor In 2018, the Pew Research Center released a poll that asked Americans a simple question: do you agree or disagree with the use of animals in scientific research? Results showed that 52 percent of U.S....Disruption and the Second Derivative
“Fish where the fish are” – Charlie Munger There’s an old story from the birth of the Norwegian oil market that has always stuck with me. In the 1960s the Norwegian economy was not a place that attracted a lot of capital. It was a subsistence economy built...Portfolio Navigation Before Year’s End: Reflections from Augustus and Faust, Part II
Over the course of the last few days, a good chunk of the economic analysis has been focusing on the breakeven inflation rate, a.k.a. the investors’ sentiment and inflationary expectations for the next five years. The reason behind such concerns is the fact that the...Sign Up for Our Publications
