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%,...Geopolitical Challenges and Statecraft
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...Disruption and the Second Derivative
“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...Weekly Market Update
Global Market News Global equities fall shortGlobal equities fell short this week, ending a 5-week winning streak. The S&P 500 and Dow Jones fell 0.31% and 0.63%, respectively, while the Nasdaq closed the week down 0.69%. The yield on the US 10-year Treasury note...The Day After & the Era of Transformation
As we have written on previous occasions, we believe the “Era of Transformation” which gives this newsletter its name is a multifaceted shift away from old dynamics to a new equilibrium (the “Day After”). Two key elements driving this shift are the energy transition...Sign Up for Our Publications
