Rising Uncertainties and Portfolios: How Do We Invest in an Environment of Linguistic Relativism?
A year before the dawn of the new millennium – during the internet fever – Warren Buffett said at an investors conference that “the inescapable fact is that the value of an asset, whatever its character, cannot over the long term grow faster than its...Oh, That Mistress of Narcissistic Power: A Conversation Among Blaise Pascal, Sojourner Truth, Phocion, and John Steinbeck
The invitation for this end-of-year trip came in early December in a unique envelope. It was sent by Isabella Baumfree, a.k.a. Sojourner Truth. While not revealing the other co-passengers, it described the subject: The pursuit of narcissistic power and the potential...From Homer and the Tragedians to Virgil and the Market Outlook (2025 and beyond)
In the first part of our assessment for 2025, our emphasis was ontroubling spots that could generate turmoil in the markets (such as oligopolistic and oligarchic structures that cancel market forces, inflationary built-in structures, unrestrained/unfounded optimism,...Mystery Over Troubled Waters: Contemplating the Market Outlook Within Oligarchic Trajectories in 2025 (and beyond)
The US government recently won its case of alleged monopolization against Google. Probably the government’s argument can be better understood as a case of a monopoly within an oligopoly (given that only 3-4 search engines dominate web searches). Should we expect the...US Elections and a Market Allegory through the Eyes of Homer and Palestrina
I was about to fill out my ballot at an early voting station last Friday when Homer nudged me: “Do you recall the island of Ismarus?” “Of course, I do”, I replied. It was after leaving Troy. “Didn’t the troops sack the city in Ismarus and take the spoils for...Sign Up for Our Publications
