Thoughts of the week. « Thus conscience does make cowards of us all; And thus the native hue of resolution is sicklied o’er with the pale cast of thought. And enterprises of great pith and...

Thoughts of the week. Back in 1996, Toni Braxton’s hit « Let it flow » debuted at number seven on the Hot-100 and number two on the Hot R&B Singles chart, becoming her highest-debuting single....

Thoughts of the week. In business and every day life when we refer to the « last mile », we usually refer to the hardest part of a « journey ». Marathon runners know that...

Thoughts of the week. It seems that we will be talking about bonds for a while. Most of the media and analysis are focusing on the war in Iran and the spike in oil prices...

Thoughts of the week. This year I am challenging the cliché « you can’t teach an old dog new tricks ». For a generation that has memory of black and white television with two available...

Thoughts of the week. In the previous months we must have sounded like broken records. In early spring, we had highlighted the risk of volatility in the bond market, primarily due to the Iran military...

Thoughts of the week. Green Day’s hit song of the early 2000s could not be more appropriate for financial markets. Billie Joe Armstrong, the band’s lead singer, lost his father from cancer in 1982, when...

Thoughts of the week. Equity markets do not operate in a vacuum. The investment world (including ourselves) are fixated on the AI revolution which has completely altered the multi-year revenue growth for companies related to...

Thoughts of the week. Last Tuesday, the USD government debt surpassed the 40tn $ mark for the first time ever. Interestingly, President Trump had said in 2016 that he could eliminate the national debt within...