February 24, 2022

The markets reacted strongly to the Russian invasion of the Ukraine on Thursday, with the S&P 500 dropping 94pts at its low.  After President ...

Russia Invades: 10 Potential Outcomes, 3 Bad, 7 Good

February 16, 2022

Ahead of the FOMC minutes, the markets have shrugged off the inflation news this week as the reduction in the Russia/Ukraine tensions have calmed ...

Inflation: higher for longer

February 3, 2022

Introduction Over the last 200 years, the global economy has continued to evolve. From the introduction of the steam engine to electricity and now ...

EVs: Ecosystem, Outlook & Opportunities

January 28, 2022

What happens when something goes from infinity to zero? This is what every portfolio manager is trying to understand after the Federal Reserve indicated ...

​​We Need to Talk About Tech

January 20, 2022

One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this ...

The Fed’s Inflation Trolley Problem

January 6, 2022

Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance ...

How to Screw Up the Economy: Fed Minutes

December 21, 2021

This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of ...

Prepare for the Future: top events for 2022!

December 14, 2021

Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is ...

22 for 2022: Top Challenges to Ruin Your Sleep

November 19, 2021

Executive Summary: Over 200 countries attended COP26 to review previous pledges and set a new path forward to limit climate change and global warming. ...

COP26: Failure to Reach The Right Temperature

November 8, 2021

Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source ...

3 Central Bank Meetings Last Week: all accept current inflation

November 4, 2021

  The COVID shutdown and reopening created extraordinary volatility in the global economy and financial markets. Many parts of the world, especially developing countries, ...

Funding Market Secondaries: expanding investment opportunities for everyone

October 28, 2021

There is strong forward momentum to pass a significantly scaled down version of the Build Back Better Act (BBBA) social spending bill. The White ...

Weight Watchers Build Back Better Act