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...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...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...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...Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors
Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why doesn’t he ever appear in the play? And why is the slave owner blinded and the same boy keeps coming to...Sign Up for Our Publications
