History & Geopolitics
We need to reject the mirage Modern Finance projects on the market and revive a commonsense approach to uncertainty.
What can options tell us about expectations and positioning ahead of the 2020 US election?
Central Bank of Brazil governor Roberto Campos Neto, CFA, discusses the monetary policy response to the COVID-19 crisis in an interview with Marg Franklin, CFA.
Marko Papic believes investors can prepare for geopolitical events and beat the market while they’re at it.
Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?
How did modern society succumb to the illusion that uncertainty can be transformed into calculable risks?
As the population ages, who will be left to buy stocks?
Should we ignore claims that one party or another is better for markets?
We all have biases and blind spots, and it helps to listen to people who see things differently.
The Fed could be setting the US economy up for a harder fall down the road.