“What a Difference a Day Makes.” In less than a month, we have shifted from explaining why
the US economy and bull market had room to grow to how much the global economy, equity …

The OPEC countries possess an estimated one-third of total world natural gas reserves, but
they produce relatively small volumes of this clean, convenient, and flexible fuel, and much …

… Sharmin Mossavar-Rahmani …

On our last client call on the Ukraine-Russia crisis on February 25—which featured Jose
Manuel Barroso, former President of the European Commission who dealt with President Putin …

Since the publication of our 2022 Outlook: Piloting Through, the financial markets, especially
those of the US, have become much more volatile. US equities–as measured by the S&P …

The purpose of this note is to provide a synopsis of our views and those of our guest speakers
on a series of client conference calls over the last six weeks. We begin with a summary of …

The purpose of this Sunday Night Insight is to address these questions as best as we can,
factoring in the immense uncertainty we mentioned as early as February 4 in our first Covid-19 …

The first wave of daily new COVID-19 infections and fatalities has crested in many of the
heavily impacted countries, such as Spain, Italy, Germany and France as well as heavily hit US …