Rotation in markets is the next big opportunity. Value has a lot of room to make up for a decade of underperformance. But sometimes it pays
Is it Time for a Full-Fledged Rotation?
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When History Finally Makes Sense
Joe Biden, the President-Elect of the United States of America, is just a man. And yet, in the deep wisdom found in democracy, he may be exactly
Letter from Edinburgh
America has been drifting away from Europe for decades. A Biden presidency cannot change this. Europe must come to terms with the currents,
Why Trump Cries Electoral Fraud
Research suggests that US President Donald Trump’s claims of fraud in the 2020 election could be a psychological strategy, deftly executed
Could Inflation Be The Next Big Thing?
We live in a world of the improbable. Black swans, fat tails, Brexit and Donald Trump remind us that the improbable is possible, sometimes
Who Will Win the US Presidential Election?
If the latest polls are any indication, Joe Biden is on track to win the popular vote in the upcoming US presidential election by a substantial
Can Humanity Grow Up?
With rapid globalization and technological innovation have come profound new risks not just to individuals and countries, but to humanity’s
Avalanches, Pandemics and Democracy
Like in an avalanche involving a group of skiers where each has their own interpretation of the risk, there is no correct ‘moral’ stance
Recovery and Renewal at the UN
Rising nationalism raises a significant risk that the UN system’s structure and institutions, essential but in need of repair and rejuvenation,
Listen to the Science
The announcement of this year’s Nobel Prize laureates is an ideal occasion to appreciate how much we owe to basic science, and how scientists
The Time Bomb at the Top of the World
People all over the world are already losing their homes and livelihoods to deadly fires, floods, storms, and other disasters. With scientists
A Billion Here, A Billion There
The United States comprises 4% of the world’s population but consumes over 16% of its energy. It is high time for the United States to once
The Most Contentious Election Ever
Much as we might prefer to see it otherwise, it is quite difficult to see how this ends well.
The Stock-Market Disconnect
The best explanation for why stock markets remain so bullish despite a massive recession is that major publicly traded companies have not
Joe is not Barack (and that is a good thing)
Cometh the hour, cometh the man. ‘Uncle Joe’, centered and centrist, understanding and unflappable, decent and democratic, civil and civilian
Don’t Mess With Our History
President Trump has announced the creation of a 1776 Federal Commission to promote Patriotic History Education, which will classify any history
The Meaning of 200,000 COVID-19 Deaths
Americans’ desensitization to the pandemic’s skyrocketing death toll vindicates Joseph Stalin’s famous observation: “One death is
The Economic Case for Biden
US President Donald Trump has seeded the investment environment with uncertainty, trashed America’s trade relationships, blown up the
Our Moral Compass
Are we still a nation that believes that character counts? Are we still guided by a strong moral compass?
The Coming Global Technology Fracture
Today’s international trade regime was not designed for a world of data, software, and artificial intelligence. Already under severe
A K-Shaped Recovery is a Disaster
The stock market is soaring while small businesses are dying. It can’t go on this way. A K-shaped recovery is a disaster, and would undermine
Winners and Losers of the Pandemic Economy
While it is true that bullish equity markets are out of step with the historic contraction in the real economy, to say that they are disconnected
Rings of Impact
Today, there is an important opportunity for businesses to engage in a “Race to the Top” as they re-design their practices to be attractive
Joe Biden, Redemption and The American Dream
There were no special effects, no crowds, no band, no balloons. But, none of this was needed. As Joe Biden looked at a blank camera, with