Blog

Good afternoon, As the war rages on, and peace negotiations stop and start, we begin to adjust to what it looks like to carry on. RBC Economics: It’s a bit long, but if you’re interested, this is a good, comprehensive snapshot of financial markets, and...

Regarding Putin: “Every state has its mafia. In Russia, the mafia has its state.” (Garry Kasparov, former world chess champion and current Russian dissident.) Regarding Russian Leaders Historically: “Dealing with a government with whom mendacity is a...

2500+ years old – still true: “All warfare is based on deception. Hence, when we are able to attack, we must seem unable; when using our forces, we must appear inactive, when we are near, we must make the enemy believe we are far away; when far away,...

The Liar’s Dividend refers to a political leader blitzing so much bunk as to create a fog of confusion, from which he then harvests political and/or military gains. But the practice has a shelf life, as shown the subtle resistance that grew under the...

Good Evening, Geopolitical tensions between the Ukraine and Russia have been bubbling to the surface for some time, but they took a meaningful turn over the past few days with Russia embarking on an invasion of its neighbour that is broader in scope than...

Good afternoon, There’s lots I could say today, and won’t, but if you’re interested in a longish analysis of the situation in the Ukraine, you may find this special report insightful. With the clock ticking on a diplomatic solution, our Global Portfolio...

Friday Menu Good afternoon, I’m trying a slightly different approach today, providing a quick survey of articles we’ve recently put out, which might interest you, skipping – just this once – the snarky preamble. Bon appetite! Appetizer: For starters,...

As we approach the close of November, the breath of winter’s crisp night crystalizes, and a post-pandemic parliament looms like sinkhole waiting for unsuspecting traffic. All those free lunches must now find a benefactor other than my unborn grandchildren...