On Deep States and Deep Markets: Medea Meets the Neo-Mamluk State of Global Volatility
In the summer months of 1944 World War II had taken a clear trajectory. The deadliest war period in human history was approaching its end. At that time the US was establishing not just its geopolitical power but also its geoeconomic power through the dominance of the...Recalibrating Investment Strategies: Adapting in an Ever-Changing Landscape
If we took a five-minute helicopter view of the global economic landscape, what would we have observe? Starting from the country of the rising sun, we could say that Japan has been struggling for 25 years now to find its pace, and still may have a lot of work to do in...The Failure of Politics: Merkel’s Euro Debacle?
It may be the great magic trick of the management consulting world: No matter how complex the situation and how iffy the outcomes may appear to be, just draw a two-by-two box for your client. Define what options to write on the x and y axes – and then the client can...Searching in the Shadows of a Restless Credit Cycle: The Street called Geo-Uncertainty
It is an undisputed fact that the over-collateralization of assets (including toxic ones prior to 2008) and the securitization explosion that took place between 2000-2007, created the seeds of the financial crisis via credit-overextension. The response to that was an...Market Fragility and the Business Cycle: The Tales of Blowing Winds
The tale of the last two-three weeks seems to have given room to a market upswing that is softening due to some rising concerns. Chinese government’s stock market intervention subsided –for now – the local market turmoil but has opened another wound whose story...Sign Up for Our Publications
