New Year: Factors Shaping Up Markets
During 2018, almost all major asset classes experienced declines. As previously commented, many sectors have dropped more than 20% since last September and while safe havens have made some gains during the last quarter, they still have not experienced yet the gains...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America The Fed took its benchmark rate from 2.25% to 2.5%. On top of this hike, Fed officials announced they were reducing the projected number of hikes from three down to two...Weekly Market Update
Market Action Last week stocks experienced one of their most tumultuous periods of the past decade highlighted by extreme moves in both directions. This included the worst-ever Christmas Eve performance of the Dow Jones Industrial Average, followed by a dramatic...Ideas and Ideology and the Disruption of the Disruptors: A Conversation Among Walter Bagehot, Abd al-Jabbar ibn Ahmad, Arthur Schlesinger, Hannah Arendt, Alexander Solzhenitsyn, and Friedrich Hegel
I boarded my usual end-of-year flight yesterday at Boston’s Logan airport. The ticket by itself was unconventional. It simply stated: “Destination at the pilot’s discretion.” That by itself was intriguing. The pilot was determined to disrupt the normalcy of flying....Weekly Market Update
Market Action Global equities fell sharply on the week and the Nasdaq Composite Index dropped into bear territory (20% decline from recent highs). In fact, year-to-date performance for the all-world equity index (market capitalization weighted) has dropped to almost...Sign Up for Our Publications
