Global Macroeconomic and Geopolitical Trends
The Impartial Lens Portfolio: We believe in a free market. We would rather have no war, no stupidity, no crony-capitalism, no nepotism, no corruption, no political circus, no fake news and we could very well do without the other seven deadly sins. Lust, gluttony, greed, sloth, wrath, envy and pride. In reality, we have […]
Market Summary: The long & the short of it. The U.S. Markets awoke on Friday to some positive news. Firstly, a stronger than expected reading of the October jobs report enhanced bullish spirits in the markets. Secondly, the Chinese Commerce Ministry said the world’s two largest economies could reach “consensus on principles” during a “serious
Market Summary: The long & the short of it. Despite upbeat earnings and the benefit of lower interest rates, the U.S. markets dived into the red on the opening of trading yesterday. China upset the post-Fed apple cart overnight, claiming that the “trade-deal” was unlikely. In spite of the White House’s best efforts, the odds
Market Summary: The Long & the short of it. The S&P 500 soared to all-time highs in inter-day trading on Friday and settled just below the high to close at 3021 or +0.41%. It was the third straight day of positive returns on the S&P 500. The exuberance followed a statement from the Trump administration,
“The best partnerships occur when all participants have special talents to bring to the relationship which makes a whole more powerful than the sum of its parts. This is the beauty of the multipolar alliance formed by Vladimir Putin, Xi Jinping and a growing array of Asian, African and South American statesmen in recent years.”
The Art of the Flank: India and Other Asian Nations Join the Polar Silk Road Read More »
“Only the dead have seen the end of war.” Plato “War is simply economic entropy played out to its final and logical conclusion.” The Impartial Lens 2013 “In the councils of government, we must guard against the acquisition of unwarranted
Only the Dead Have Seen the End of War Read More »
This piece was originally written in March 2013 but is even more relevant now as we enter into uncertain times in 2020. “If I have seen further it, it is by standing on the shoulders of Giants.” Isaac Newton “Truth, like gold, is to be obtained not by its growth, but by washing away from
The further back you look, the further forward you can see Read More »