Weekly Market Update
Global Market News Global equities rallyGlobal equities rallied this week after dropping more than 3% last week. The yield on the US 10-year Treasury note rose to 1.17% while oil prices soared. The price of a barrel of West Texas Intermediate crude oil jumped more...Geopolitical Challenges and Statecraft
The articles we have summarized this week explore the ties between the US and China and Russia, which are arguably the most complicated and tense relationships newly elected President Joe Biden will have to address during his time in office. US-China and...It’s the Capital Allocation, Stupid
A student asked me for investing book recommendations a couple of weeks ago. There were several that I mentioned but the one I heavily emphasized is a book called The Outsiders by William Thorndike. It’s by no means a hidden gem (Buffett listed it as his #1 book in...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 Newly elected US President Joe Biden has already made big moves in his first weeks in office....Covid-19 and the Day After
Here is our take on the articles summarized below: Central banks around the world have pumped trillions of dollars of liquidity into markets in order to ensure some kind of stability in the face of the Covid-19 pandemic. This “liquidity bazooka” as...Sign Up for Our Publications
