Category: Global Trends

Current Affairs/Politics
CapEx Team

Lara is on Fire

Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara

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Global Trends
Chris MacIntosh

An Inconvenient (Actuarial) Truth

Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.

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Global Trends
Chris MacIntosh

A Forecast For the Next Decade

In this post we examine the social and economic trends shaping the the next decade or even century. Buckle up, because this one is going to get bumpy.

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Current Affairs/Politics
Chris MacIntosh

LTCM, The GFC and Covid-19. THIS Connects all Three

“It is the certainty that they possess the truth that makes men cruel. -Anatole France, novelist, essayist, Nobel laureate (1844-1924)” LTCM You may not remember it but for finance geeks we either remember, or have heard of the debacle that was the giant bond trading hedge fund Long Term Capital

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Three Currencies, One’s Corrected and The Others….ooh boy!

I don’t know if you saw it but the Ruskies fell out of bed with the head choppers Saudis last week.  As my friend, Mike Alkin, recently mentioned on this chat (join if you dare). Interesting times, indeed. Here’s Occidental, a pretty good barometer for the US shale industry. Still,

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These Changes Promise to Completely Change Global Markets

While scenes of frowning people wearing face masks continue to capture and maintain the limelight there have been some very important shifts gaining momentum in the global political landscape. Wuhan Zombie flu I mean COVID-19 and the economic knock on effects of the virus will likely only exacerbate and accelerate

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