After Karimov
On August 29, the president of Uzbekistan, Islam Karimov, died from a cerebral hemorrhage. Karimov had been in office since … Read more
Confluence Investment Management
What’s Vladimir Putin up to?
Over the past few months, Russian President Vladimir Putin has been unusually active on multiple fronts. He has expanded his … Read more
The Proper Roles: Self-Evident Truths
Thinking about Thinking: Part II Last week, we examined the three types of statements deemed true. This week we … Read more
Thinking about Thinking: Part I
We are in the “dog days” of summer. The world is in turmoil. The U.S. presidential elections offer us a … Read more
The Turkish Coup, Part III
The Turkish Coup, Part III Last week, we recounted the events of Turkey’s recent coup and some of our thoughts … Read more
The Turkish Coup, Part II
Last week, we began a three-part series on the attempted Turkish coup that started on Friday, July 15. In Part … Read more
The Turkish Coup, Part I
The Turkish Coup, Part I On Friday, July 15, reports out of Turkey indicated that unusual troop activity was underway … Read more
Meet Theresa May
On Monday, July 11, U.K. Energy Minister Andrea Leadsom withdrew from the race for prime minister. The Tories decided to … Read more
Post Brexit
On June 23rd, voters in the U.K. shocked global markets by voting to leave the EU. In this report, we … Read more
The Rise Of Populism
Brexit And The Rise of Populism The 2016 Mid-Year Geopolitical Outlook (Due to the Independence Day holiday, our next edition … Read more
The Real Risk of Brexit
The Real Risk of Brexit In February, we presented an analysis of Brexit, which is shorthand for Britain’s potential departure … Read more
The Trade Facilitation and Trade Enforcement Act
The Trade Facilitation and Trade Enforcement Act In February, President Obama signed the Trade Facilitation and Trade Enforcement Act, a … Read more
The Tragedy Of Venezuela – How Did We Get Here?
The Tragedy Of Venezuela by by Bill O’Grady of Confluence Investment Management The decline in oil prices has been a … Read more
Sykes-Picot: 100 Years Later
Sykes-Picot: 100 Years Later Last week marked the 100th anniversary of the Sykes-Picot Agreement, which divided the disintegrating Ottoman Empire … Read more
The Geopolitics Of Helicopter Money: Part 3
The Geopolitics Of Helicopter Money: Part 3 by Bill O’Grady of Confluence Investment Management Two weeks ago, we described the … Read more