Bundling and Unbundling

In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its last meeting, and already late to board the plane from London back to the States, management...

Weekly Market Update

Global Market News Global equities make slight gainsGlobal equities made slight gains again this week. The S&P 500 closed up 0.41% while the Dow Jones lost 0.80%. Meanwhile, the Nasdaq jumped 1.85%. The yield on the US 10-year Treasury fell several basis points to...

Geopolitical Challenges and Statecraft

The world finds itself at a crossroads. Nations can emerge from the pandemic and embrace the opportunities for cooperation and mutual global progress, or the world can continue down the road of division and leaderlessness which inevitably leads to stagnation and...

Weekly Market Update

Global Market News Global equities make slight gainsGlobal equities made slight gains this week. The S&P 500 and Dow Jones ended the week up 0.61% and 0.66%, respectively, while the Nasdaq gained 0.48%. The yield on the US 10-year Treasury dropped to 1.56% and the...

The Day After & The Era of Transformation

Here is our take on the articles summarized below:  For this week’s summary review, we look at some of the forces behind tectonic shifts in the markets of tomorrow. Of course, no discussion of the future would be complete without an analysis of the Covid pandemic;...