Category Archives: Uncategorized

Global Risk Monitor: Week In Review – December 15

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Who Let The Bull Out?

Blame Jay Pow. Prove me wrong.

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Predictions for 2024: Gartner IT 

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World’s 25 Richest Families

A little context:   ‍The world’s 25 wealthiest families, where wealth has been passed down over at least one generation, are now collectively worth a cool $2.1 trillion, according to a new report from Bloomberg. With first-generation money excluded, the industries on this list of … Continue reading

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‘Twas The Night Before Rate Cuts?

‘Twas the night before interest rate cuts, in markets worldwide, With hopes that central banks would soon  turn the tide. The markets expect, with cuts so precise, the Fed cutting a hundred and ten basis points, to slice. In the … Continue reading

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JP Morgan’s Jamie Dimon On the Global Economy

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Inflation Over? Think Again…O, O, Ohtani!

Shohei Ohtani’s singular pursuit of history, one man’s quest to rewrite the baseball world’s understanding of what is possible, reached another summit on Saturday when he agreed to the largest contract in the annals of major North American team sports, … Continue reading

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Global Risk Monitor: Week In Review – December 8

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The New Supply-Side Of Housing & Landlord Nation 2.0

We are reposting a piece we wrote back in ancient days about how this housing bubble, or “everything bubble” would be different from the last (also see here). One major factor why the economy is holding up and not responding … Continue reading

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Month In Review: A November To Remember

This month’s price move in the S&P500 ranks as the fourth-best November in the post-war period.  Credit spreads came in quite a bit, and the Chicago Fed’s National Financial Conditions Index eased 20 points, simply stunning.  With such a significant … Continue reading

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