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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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On Paul Volcker’s Policy ‘Moments’:

"I think there was a second Volcker moment that gets less publicity but is also important, and that occurred in the summer and fall of 1982."

Enrique Martínez-García, "Monetary Policy at a Crossroads: Donald Kohn on Controlling Inflation, Ukraine Effects, Volcker-Era Lessons", 
Federal Reserve Bank of Dallas, Dallas Fed Economics, July 05, 2022

Singled Out: Historical Performance of Individual Stocks

Bryan Ting, PhD, Researcher; Wes Crill, PhD, Head of Investment Strategists and Vice President
Dimensional, Insights, May 11, 2022

''The rise of Greta Thunberg will be looked back on as one of the most bizarre periods in our civilisation’s history...

...and will most surely be seen as one of the most ridiculous, and, sadly, destructive liberal media creations ever concocted."

Dr Steve Turley
Turley Talks, Where’s Greta?Thunberg’s DOOMSDAY Cult Has GONE BUST!!!, August 29, 2022

The 21st Century’s New Berlin Walls

"The world is heading into winter in more ways than one. As economic considerations increasingly take a backseat to social and political priorities in China, the flow of goods, capital, and ideas will likely become more and more constrained – perhaps ending a long summer of freer and more globalized trade and markets."

Michael J. Kelly, CFA, Global Head of Multi-Asset
PineBridge Investments, Investment Strategy Insights, November 2022

Click Here—Has the Boom in Digital Advertising Peaked?

Four key factors set to shape the outlook for digital advertising.

Taymour Tamaddon Portfolio Manager
T. Rowe Price,  October 2022

Will Signs of Peak Inflation Bring About a Turnaround in “Growth” Stocks?

Headwinds diminishing and valuations now more attractive

Laurence Taylor, Portfolio Specialist
T. Rowe Price,  October 2022
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

“We're drinking history!”

Eddie Sahakian, enjoying a rare Richard Hennessy cognac with Kirby Allison
Kirby Allison: Inside London's Best Cigar Lounge, With Eddie Sahakian, 31 August 2022

“The Prussian Monarchy is not a country that has an army, but an army that has a country”

Quotation often attributed to Count Mirabeau
Late 18th Century

"Peace, the charm's wound up."

Uttering of the three witches, at the end of Orson Welles' 1948 movie Macbeth, adapted from The Tragedie of Macbeth, by William Shakespeare.
Orson Welles, 1948; William Shakespeare, early 17th Century