Geoeconomic and Geopolitical Options in the Day After: A Conversation with Eugene Delacroix, Charlemagne, and Paul Moritz Warburg
The end-of-the-year special flight has been a highlight for me for the last eight years since it’s not only a learning and entertaining experience, but also has served as an inspiration for the forthcoming year. Obviously, the question had been if, due to Covid-19,...What Does the Market Expect for Dividends?
“We have made very little progress in life by trying to outguess these macroeconomic factors. We basically have abdicated. We’re just swimming all the time, and we let the tide take care of itself…. The trouble with making all these economic pronouncements...Assessing the Prospects of 2021: Part I
Is our desire to assess and “predict” the future a reflection of what is known for thousands of years now as being “partakers of the divine nature”? I started my weekend reading on that subject by reviewing writings by Gregory of Nyssa, John Wesley, and Karl...SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.”...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...Sign Up for Our Publications
