The Day After & the Era of Transformation
Here is our take on the articles summarized below: As the stability of the global economic system is increasingly shaken, more and more potential outcomes are becoming “known unknowns” – fields where an excess of uncertainty challenges our heuristics to...Removing Friction
“You need a different checklist and different mental models for different companies. I can never make it easy by saying, “Here are three things.” You have to derive it yourself to ingrain it in your head for the rest of your life.” “Take a simple idea and take it...Weekly Market Update
Global Market News Global equities tumble Global equities tumbled this week as the US reported weak sales data and the Federal Reserve announced it is considering tapering its bond purchases. The S&P 500 and Dow Jones both decreased 0.59% and 1.11% respectively,...Geopolitical Challenges and Statecraft
The fall of Afghanistan to the Taliban this week has prompted a flurry of news and analysis of not just Afghanistan’s instability but also of the fragility of democracy in the Middle East. The US foreign policy approach to the Middle East has been criticized following...The Two Types of Corrections
As of yesterday’s close, the S&P 500 is up 19% in 2021 with the Nasdaq up just shy of 15% and the Russell 2000 up about 11.5%. This even though underneath the surface breadth has largely weakened since February (albeit there are pockets of improvement in the last...Sign Up for Our Publications
