What a week that was! It seemed that anywhere we turned our sights, signs of volatility were dancing over our heads. The objectives of this commentary are twofold: First, to […]

In the race towards a green energy transition, China has at times been an example to follow, and at other times a potential disruptor. As the world is making sweeping […]

Power does not guarantee security. Preserving the global order is costly. Restraining the forces that aim at destabilizing the global order is even costlier. The fate of the dollar and […]

As the global automotive industry accelerates toward a cleaner, more sustainable future, the electric vehicle (EV) market has been significantly elevated and demands exploration. It is a fact that EVs […]

What has been happening with European stocks (ticker EZU below) since the beginning of the month? Why have they lost more than 6%, while the S&P 500 (ticker SPY) and […]

In this special edition newsletter, we turn our focus to India, diving deep into its economic and geopolitical landscape, as well as the nation’s aspirations for the future. While India […]

In the first part of this two-part series, we outlined four possible scenarios that make up Mr. Uncertainty. Antigone stood up to Creon which represented the epitome of self-destruction not just for […]

Last weekend the Financial Times published an article by Ruchir Sharma, titled “What went wrong with capitalism”. Sharma is an analyst whom I highly respect, and in his book The Rise and […]

Several questions are surfacing following the weekend’s geopolitical developments. Here are a few of them: Has the paradigm of the Middle East conflict been shifted, and if yes, can it […]