Globalisation 2.0 in the Context of Putin
Earlier this year, we added “Globalisation 2.0” to our list of megatrends – trends that are virtually set in stone and so all-encompassing that they will have a profound effect on financial markets in the years to come.
US Shoppers Kick Off Holiday Season With a Muted Black Friday
US retailers discounted heavily on Black Friday to clear out bloated inventories but customers responded with only modest traffic, leaving profitability in doubt for many chains.
Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia)
The following is a loose collection of random thoughts and observations on the Russian invasion of Ukraine. Rather than a coherent article, I offer some insights that have emerged as the war has dragged on.
Chief Twit Elon Musk Makes a Mostly Disastrous Start
Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.
The Five Competitive Forces Affecting RIA Profitability
The Harvard Business School’s Michael Porter is the leading authority on industry structure and competitiveness. His framework shows how RIAs should think strategically about the current state and future evolution of their industry.