The Next Frontier?

/ November 20, 2020

When investors consider potential investment areas, headwinds and tailwinds are important factors that help provide clues about the future of a sector. Take Big Tech as an example. While the biggest names in tech have seen unmatched growth…

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Pricing the Post-Election World

/ November 13, 2020

In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag on after a contested presidential election and/or (2) a “blue wave” that would bring forward a Democratic agenda. This pricing was reflected in…

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MMM Good or MMM Bad?

/ October 30, 2020

For all of us Baby Boomers, Campbell Soup’s iconic tag-line of “MMM Good” was burned into our collective memories at a young age.  As we now transition into senior citizenship, we are discovering that it may well be a case of MMM Bad, totally unrelated, however, to what formerly was America’s favorite soup company. 

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A (Digital) Shock to the System

/ October 23, 2020

Last week, seven western central banks and the Bank for International Settlements issued a fascinating joint report on central bank digital currencies, pointing to a step towards the issuance of Central Bank Digital Currencies (CBDC).

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Take Me Out to the Call Game

/ October 2, 2020

If it’s October it must be time for the World Series, that signature event for America’s once-upon-a-time favorite pastime, right? Undoubtedly, millions of baseball fans simply have to be waiting in breathless anticipation for the 117th anniversary of the Fall classic.

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