Russians

 February 28, 2022 |Mark Ryan
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...
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Tightly Strung Guitar

 February 22, 2022 |Mark Ryan
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...
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Zombies in Tutus

 February 15, 2022 |Mark Ryan
That 70’s Flow: An internal headline this on Friday read: “Unsurprising Upside Surprise.” I’m still not sure if the idea was that they were just kidding a few months ago when they said inflation should blow over quickly, or they’re just kidding now, but...
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Elon-envy and one-legged pants

 February 08, 2022 |Mark Ryan
Elon-Envy, and Jeff’s two left legs: Occasionally the data dancing my screen makes swearing tempting. So, here goes: Oh my flipp’n fetch, Thursday was a honker! Thwump-smack-Fwipp! That’s three snowballs thwacking Mark Zuckerberg’s head as Facebook’s...
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January Wrap-up

 February 01, 2022 |Mark Ryan
Good Afternoon, Just a couple of quick items today from the big blue machine: A look at the early colatility in equity markets in 2022 is found here: Something other than Something Worse Weekly Insights: Fed rate hike: Beware the Ides of March? – The...
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