The Day After & the Era of Transformation
Here is our take on the articles summarized below: To understand the forces moving the world today, we take a lesson from Newton’s second law of motion: a sudden shift in direction (acceleration) in a large system like the financial markets will exert a tremendous...Flawed Assumptions
“Some people are so far behind in a race that they actually believe they’re leading.” – Uncle Junior, The Sopranos The Global Financial Crisis often serves as a landmark or reference point for a broad swath of discourse even today, and rightly so....Weekly Market Update
Global Market News Global equities down on the weekGlobal equities were slightly down on the week. The S&P 500 and Dow Jones dropped 0.57% and 0.07%, respectively, while the Nasdaq closed the week down 0.47%. Meanwhile, the yield on the US 10-year Treasury rose a...Geopolitical Challenges and Statecraft
The Biden administration is keen on revitalizing American foreign policy and restoring the country’s global leadership position. To do so, the US will have to invest time, money, and political capital in areas of the world that aren’t always making headlines....When Leo Caprivi Replaced Otto von Bismarck: Bellicose Transitions, Pivots, and the Markets
The world got almost everything wrong about Xi Jinping prior to 2012 and even a few years after Xi took over China’s leadership. By 2017, it was clear that the Chinese dream of subjugating the rest of the world to its illiberal image would turn ugly in its domestic...Sign Up for Our Publications
