Money Matters: I Mera Tis Marmotas
On my Latin key boardĀ "I Mera Tis Marmotas" is the closest I can get to the Greek for groundhog day. Traditionally celebrated at the start of...
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Fragmented Terror Threat
Ā Bill Udell and Jonathan WoodĀ talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US)Ā and Mastercard Inc (MA US) maintain...
302 Views
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
361 Views
'America First' Agenda Remains Contradictory, Vietnam Trip Notesā¦
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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