From Adam Smith and Isaac Newton to Helicopter Money and Superstrings: Crises, Niels Bohr, and the Nash Bargaining Solution
We believe that it is almost a universal belief that the Day After the pandemic our societies will be operating under new norms. The rising debts follow a parallel path with the rising geopolitical rivalry. The declining educational standards also seem to follow a...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Last month, the US announced a series of measures against Russia, including financial...Weekly Market Update
Global Market News Global equities gain on the weekGlobal equities made gains this week. The S&P 500 and Dow Jones ended the week up 1.23% and 2.67%, respectively, while the Nasdaq closed down 1.51%. The yield on the US 10-year Treasury dropped slightly to 1.57%...The Day After & the Era of Transformation
Here is our take on the articles summarized below: While we are certainly in a better place than we were a year ago at the pandemic’s onset, low vaccination rates and virus variants are threatening to derail the globe’s recovery. An additional risk to recovery...Market Perspective, Verisimilitude, and Punishment: Lessons from Euripides’s Electra
During a recent trip overseas, a client asked me why I admire Edmund Burk. The question should not have caught me by surprise as we frequently discuss the impact of politics on the markets, but my immediate reflection/answer was to quote W. B. Yeats whose poem “The...Sign Up for Our Publications
