Geopolitics & the Day After
This week we cover developments in 4 major regions of the world: Europe, Sub-Saharan Africa, China, and Latin America. First, we take a look at the economic crossroads that the Eurozone is facing. Next, we assess the implications of Sub-Saharan Africa’s latest...Seeking Edmund Burke’s Foresight
Ideological sclerotic politics can lead to tyranny. Adopting inflexible stands in an ever-changing market can lead to portfolio fragility. Ignoring the principle of prudence can inflict instability on both our portfolios and our politics. Edmund Burke could be...Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The Dow Jones and S&P 500 rose 1.43% and 2.50%, respectively, while the Nasdaq climbed 3.25% on the week. The US 10-year Treasury dropped a few basis points but remained high at...Geopolitics & the Day After
This week, we look at the failures of Xi Jinping and Vladimir Putin to bring stability to their people and we assess where this has led them. For Xi, the economic growth and stability that was coined China’s “economic miracle” may have come to an...Weekly Market Update
Global Market News Global equities mixed Global equities were mixed this week. The Dow was down -0.45%, the S&P rose 0.82%, and the Nasdaq gained 2.26% over the week. The US 10-year Treasury dropped a couple of basis points but remained high at 4.23%, while the...Sign Up for Our Publications
