The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. 1....Weekly Market Update
Global Market News Global equities were mixed Global equities were mixed this week. The S&P 500 increased 0.95% on the week while the Dow Jones declined 0.11%. On the other hand, the Nasdaq rose 1.74%, fueled by Nvidia’s surge. Though starting the week above...Geopolitics & the Day After
For this week’s newsletter, we examine the trends driving investing and economics alongside geopolitical developments in crucial regions. First, we look at the stakes of the war in Ukraine, especially in the light of potentially declining US support. Then, we...When Statues Come to Dinner Parties: Don Giovanni’s Reflections on Japan and China
In the final act of Mozart’s opera Don Giovanni, the statue of Commendatore – whom Don Giovanni had killed – appears at the dinner. After all, Don Giovanni in his hubristic attitude and spirit had ordered his servant (Leporello) to invite the statue of...Geopolitics & the Day After
For this week’s newsletter, we look at both long-term trends and recent developments that potentially lend insight into the direction that the world is heading. First, we examine the weak outlook for the Euro area, giving special attention to Germany’s...Sign Up for Our Publications
