Our newsletters discuss and explain current market events and activity in these turbulent times we live in. They present facts and are based on global trends and data informed by historical, geoeconomic, and geopolitical developments. Our goal is to inform our readers how we interpret market information and trends in order to possibly mitigate risks, anchor portfolios, increase possible income derived from the portfolio, and position holdings for profits.
- 2016 Market Outlook – Volume VI, Issue 1 (January 2016)
- Imagining The Future of Finance: The Tides of Rising Fragility – Vol 5, Issue 6 (March 2015)
- South Korea: Choked By The Chaebol – Vol 5, Issue 5 (February 2015)
- 2015 Market Outlook – Vol 5, Issue 4 (January 2015)
- MLPs: Riding Through Bumps In The Road – Vol 5, Issue 3 (November 2014)
- India’s Next Era: Walking the Tightrope – Vol 5, Issue 2 (October 2014)
- Down, Not Out: An Overview of Financials – Vol 5, Issue 1 (September 2014)
- Central Banking at a Crossroad – Remarks by Chairman Paul Volcker upon receiving the Economic Club of New York Award for Leadership Excellence on May 29,2013 – Vol 4, Issue 9-10 (May-June 2013)
- Chairman Paul Volcker’s speech given on March 13th of this year at the Economic Summit, sponsored by Governor’s Woods Foundation – Vol 4, Issue 8 (April 2013)
- Systemic Crises – A Historical Analysis 1340-2012 – By: Manos Xionis, International Consultant and Financier – Vol 4, Issue 7 (March 2013)
- The Southern Frontier of North America: The Investment Case for Mexico – Vol 4, Issues 5-6 (January-February 2013)
- The Dysfunctional Euro: The Currency that Europe Cannot Afford and the Rebalancing Acts in the Midst of Global Geostrategic Changes – Vol 4, Issues 3-4 (November-December 2012)
- Maynmar (Burma): The Bridge between India and China and the Route to the New Asia – Vol 4, Issues 1-2 (September-October 2012)
- The Real Estate Market: An Assessment While the U.S. Prepares to Take-off – Vol 3, Issue 12 (May-June 2012)
- Where China Meets Russia: The Investment Case for Mongolia – Vol 3, Issues 10-11 (March-April 2012)
- The Methane Age: The Upcoming Renaissance of Natural Gas – Vol 3, Issues 8-9 (January-February 2012)
- An Anatomy of Debt Emancipation: A Proposal for an Interest Moratorium – Vol 3, Issues 6-7 (November-December 2011)
- In the Shadows of Financial Unraveling: The Realities of a New Approach to Asset Allocation – Vol 3, Issue 5 (October 2011)
- From the Port of Hope to the Harbor of Despair: An Overview of the Global Landscape – Vol 3, Issue 4 (September 2011)
- A Watershed Moment for the Trajectory of Blue Gold: Soil Reserves & the Thirst for Tangible Returns – Vol 3, Issues 2-3 (July-August 2011)
- Opportunities at the Dawn of the New Silk Road: Infrastructure and Dividend Plays – Vol 3, Issue 1 (June 2011)
- Base Metals: The Building Blocks for a New Economic Regime – Vol 2, Issue 11 (May 2011)
- Fueling Portfolios: Energy Assets and their Future – Vol 2, Issue 10 (April 2011)
- Finding Big Value in Small Places: Global Microcap and Small Cap Prospects – Vol 2, Issue 9 (March 2011)
- Food for Thought: Global Food Inflation and Its Ramifications – Vol 2, Issue 8 (February 2011)
- Stone-by-Stone Arriving at the Summit: Asset Allocation in 2011, and the Renaissance of Destructive Creation in the Midst of Financial Markets Hubris – Vol 2, Issue 6-7 (December 2010-January 2011)
- The Complexity of Currencies and Catastrophic Chaos: The Four Cs of Damocles’ Sword – Vol 2, Issue 5 (November 2010)
- Vietnam in the New Era of Global Statecraft: The Awakening of a Promising Tiger – Vol 2, Issue 4 (October 2010)
- The Great Wall of Steroids: The New Silk Road and the Chinese Case – Vol 2, Issue 3 (September 2010)
- Roses Among the Thorns: The Financial Road to the New Economic Regime – Vol 2, Issue 2 (July-August 2010)
- An Elegy of International Diversification Part I – Vol 2, Issue 1 (June 2010)
- The Pathology of an Impending Crisis: This Time is Truly Different! – Vol 1, Issue 11 (May 2010)
- A Eulogy of Bifurcation: Income and Growth Opportunities in an Era of Currency Debasement, Unfunded Liabilities, and Hard Asset Revaluations – Vol 1, Issue 10 (April 2010)
- Living with the Risks of the D’s: From the Fear of Depression, to Defaults, Deleveraging, and Deflation – Vol 1, Issue 9 (March 2010)
- A Cyclical Bull Within A Secular Bear: The Erinyes of 2010 and Beyond – Vol 1, Issue 8 (February 2010)
- A Global Dividend Play – Vol 1, Issue 6 (November 2009)
- Child Eyed Wisdom and the Triumph of Fundamentals – Vol 1, Issue 5 (October 2009)
- From Ius Gentium to Weiji: The Charybdis of Currency Crisis – Vol 1, Issue 4 (September 2009)
- Sleepwalking on Thin Ice: Rallies, Currencies, and Risk Assessment – Vol 1, Issue 3 (August 2009)
- Lessons from A Restless Tradition: Searching for the New Model – Vol 1, Issue 2 (July 2009)
- Asset Allocation Uncertainty and Portfolio Management – Vol 1, Issue 1 (June 2009)
