Geopolitics, what is it good for?

Geopolitics, what is it good for?

Geopolitics, what is it good for? Absolutely nothin’! In January, Robert Kahn of the Council on Foreign Relations wrote in Global Economics Monthly: “Markets showed impressive resilience in the face of a range of geopolitical shocks in 2016, but recent market...
Lots of Questions & Too Many Blowhards.

Lots of Questions & Too Many Blowhards.

The Markets in 2016 Have Asked Many Questions We all have our pet peeves, and if there is one thing markets do NOT like, it is uncertainty. Unfortunately, we entered 2016 with a lot of unanswered questions: • How much has China’s growth slowed? How will the country’s...
Weekly Perspective – August 4, 2014

Weekly Perspective – August 4, 2014

Last week, investors took a long look at the crazy quilt of information and events around the world and decided they didn’t like what they were seeing. Geopolitical tensions puckered a lot of seams: Conflict in Ukraine was embroidered with additional sanctions against...