US election 2020: Will Trump do a Truman?
October 2020
“When the winds of change blow, some people build walls and others build windmills” Unknown Summary In 1948, as the...
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Covid-19 “second wave”?
September 2020
“It is too difficult to think nobly when one thinks only of earning a living.” -Jean-Jacques Rousseau Summary The number...
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The Stock Market is not the Economy
August 2020
“Buy when everyone else is selling and hold when everyone else is buying. This is not merely a catchy slogan....
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US presidential transitions are generally a smooth affair, will the next one be as smooth?
July 2020
“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we...
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Is the Franco-German €500 billion Recovery initiative Europe’s “Hamiltonian moment”? Probably not
May 2020
“A dangerous ambition more often lurks behind the specious mask of zeal for the rights of the people, than under...
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The epidemiologists and their COVID-19 forecasting models: Trust but verify
April 2020
“If you are filled with pride, then you will have no room for wisdom” - African proverb Summary The difference...
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The global economy is in the ICU; fiscal help is on its way
March 2020
“’Market timing’ is unappealing to long-term investors. As in hunting deer or fishing for rainbow trout, investors have learned the...
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Sanders, the Pied Piper from Vermont
February 2020
“More money has been lost trying to anticipate and protect from corrections than actually in them.” - Peter Lynch Summary...
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From the delicate US-China trade deal to the year that will be
January 2020
“Nurture your mind with great thoughts, for you will never go any higher than you think.” - Benjamin Disraeli, UK...
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