by Rachel Poole | Dec 2, 2021 | Uncategorized
Here is our take on the articles summarized below: The energy transition marches on. To begin our summaries this week, we examine how one of the key elements of the renewable energy shift – cobalt – has become a critical issue in the US China rivalry, with...
by John E. Charalambakis | Nov 30, 2021 | Commentaries, Uncategorized
John Charalambakis, Mohamed Ramzi Roshdi, & Nicolas Abdelhak Thucydides taught us that the past shapes the future, but the latter has a tendency to depart from the former with a vengeance! In this commentary, we offer an initial assessment of next year’s outlook...
by Naomi Wilkerson | Nov 23, 2021 | Uncategorized
By: Naomi Wilkerson, PhD, Neuroscientist and Science Policy Advisor In 2018, the Pew Research Center released a poll that asked Americans a simple question: do you agree or disagree with the use of animals in scientific research? Results showed that 52 percent of U.S....
by Rachel Poole | Nov 20, 2021 | Uncategorized, Weekly Market Update
Global Market News Global equities mixedGlobal equities were a mixed bag this week. The S&P 500 and Nasdaq closed the week up 0.32% and 1.24%, respectively, while the Dow Jones dropped 1.38%. The yield on the US 10-year Treasury note decreased slightly to 1.54%,...
by Rachel Poole | Nov 18, 2021 | Uncategorized
Due to the Thanksgiving holiday, we will not be posting The Day After & the Era of Transformation next Thursday. The world of geopolitics has become increasingly polarized to the extremes. The US- China rivalry has begun taking on aspects of the Cold War’s nuclear...
by Joel Charalambakis | Nov 16, 2021 | Uncategorized
“Fish where the fish are” – Charlie Munger There’s an old story from the birth of the Norwegian oil market that has always stuck with me. In the 1960s the Norwegian economy was not a place that attracted a lot of capital. It was a subsistence economy built...