Heroes, Heroines, Villains, and Disruptors: Market Dancing to the Music of an Avatar Reproduction
In his Notes from the Underground, Fyodor Dostoyevsky writes, “What makes a hero? Courage, strength, morality, withstanding adversity? …Who are these so-called heroes and where do they come from? Are their origins in obscurity or in plain sight?” In The Return of the...Weekly Market Update
Global Market News Global equities rallyGlobal equities rallied this week after sustaining losses last week. The S&P 500 and Dow Jones were up 2.64% and 4.07% respectively. A tech rally brought the Nasdaq up 3.09% on the week, but the Nasdaq is almost flat for the...Covid-19 and the Day After
Here is our take on the articles summarized below: The Covid-19 pandemic has disrupted many sectors of the global economy in both good ways and bad. Our summaries today focus on the developments in the technology and shipping industries as they have reacted and...Hope is Not a Plan. Disruption is Not a Thesis.
“Don’t confuse genius with a bull market.” HB Neill There probably isn’t an industry that historically gets more impacted by disruption than the media space. The current narrative and environment is well known to anyone: stronger broadband service, the convenience of...Weekly Market Update
Global Market News Global equities drop as bond yields rise Global equities continued falling this week as bond yields ticked up. The S&P 500 and Dow Jones made up losses incurred earlier in the week, ending 0.81% and 1.82% up respectively. On the other hand, the...Sign Up for Our Publications
