Year-to-date Macroeconomic Commentary ~ Audio Recording
The first four months of 2022 have been historic for the world, and dramatic for economies and markets. The dynamics involved are ongoing, so the geopolitical [...]
A Note on Brexit and the Markets
The UK has voted to leave the EU, and global markets, for today, are way down. But what, fundamentally, does it all mean? Why does a Brexit equal market [...]
The Long View: Past Informs Future