Monthly Archives: September 2023

Free Election

The Setup The etymology for the word elections is choice. When we taunted friends, somewhat in jest, saying that Spanish PM Pedro Sanchez would not allow an election, what we meant was that the electorate would not have a free … Continue reading

Posted in Reports from the Field | Leave a comment

Equity Markets Keep on Climbing a Wall of Worry

Current optimism may well be justified by expansionary fiscal policies that delay the onset of a recession. The current fiscal stance should lead to inflation remaining above targets and in such a scenario, equities are a real asset haven. Other … Continue reading

Posted in Reports from the Field | Leave a comment