Canceling the Noise; Not by Bread Alone – Part III
What can we conclude from a week marked by a delusional war and high volatility, and what should we be preparing for? The first graph below portrays the YTD market performance. More volatility should be expected. The level of cash in accounts should increase, hedges...Geopolitical Challenges and Statecraft
The balance of world affairs has changed dramatically since the morning of February 24th, when Vladimir Putin launched his invasion of Ukraine. Much of the globe has coalesced against Moscow, with a few actors remaining silent and fewer still voicing outright support....A Discussion about Crimea and Russia in St. Petersburg: The Eagles’ Echoes
We thought to share with you a piece that we had posted in 2014, almost 8 years ago. We believe It is pretty relevant for the current circumstances. March 20, 2014 I landed in St. Petersburg around midnight. Got into a taxi (an old Volga bought by the driver in former...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 or bring attention to facts and findings that we find...Canceling the Noise
In an effort to understand the delusional madness that has been on display since yesterday, and continuing the series that we started last week, allow us to share with you how we try to cancel the noise around us and focus on the most important and most critical...Sign Up for Our Publications
