SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.”...Weekly Market Update
Global Market News Global equities approach record-highsGlobal equities approached record-high territory this week on expectations of a fast rollout of several Covid-19 vaccines and the hopes that more fiscal stimulus is on its way soon. The yield on the US 10-year...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 Former vice president Joe Biden has been declared the winner of the US presidential election....Covid-19 and the Day After
Starting next week, we will begin alternating our Covid-19 and the Day After publication with a new commentary summarizing articles that highlight the critical geopolitical trends impacting our lives and portfolios. We hope you will enjoy it! As Covid-19 cases are...Portfolio Anchoring & Capital Allocation at the Dawn of Power Shifts
Can we truly live and invest heroically? Can we truly stare into the abyss of pain, despair, and disaster and somehow draw strength from those encounters? Could we contemplate on the fragility and uncertainty of our lives and portfolios and summon the will to...Sign Up for Our Publications
