The Geopolitics of Helicopter Money: Japan 1894-1936
The Geopolitics of Helicopter Money: Part 2 Last week, we described in some detail the process of “monetary funded fiscal … Read more
Confluence Investment Management
MFFS – The Geopolitics of Helicopter Money: Part 1
MFFS – The Geopolitics of Helicopter Money: Part 1 Since the 2008 Financial Crisis, developed economy central banks have been … Read more
Intergenerational Forgetfulness: Winning the Cold War and preventing WWIII are not necessarily the same goal
Intergenerational Forgetfulness: Winning the Cold War and preventing WWIII are not necessarily the same goal As the political nominating season … Read more
American Foreign Policy: Wilsonians, Jeffersonians, Jacksonians And Today
American Foreign Policy: Wilsonians, Jeffersonians, Jacksonians And Today We are currently experiencing one of the most contentious primary election … Read more
Russia’s Withdrawal From Syria – Two Potential Outcomes
Russia’s Withdrawal From Syria – Two Potential Outcomes by Bill O’Grady of Confluence Investment Management (Due to the Good Friday … Read more
Apple Versus FBI – A Sober Analysis
Apple Versus FBI On December 2, 2015, Syed Rizwan Farook and his wife, Tashfeen Malik, attacked a San Bernardino county … Read more
The Iranian Elections
The Iranian Elections by Bill O’Grady The Iranian Elections On February 26, Iran held two elections, one for parliament and … Read more
Brexit Pros Vs Cons
Brexit Pros Weekly Geopolitical Report By Kaisa Stucke, CFA The U.K. joined the European Common Market, what is now known … Read more
The 2016 Election: Trump vs Sanders; The Global Superpower Problem
The 2016 Election: Trump vs Sanders; The Global Superpower Problem by Bill O’Grady of Confluence Investment Management Almost two years … Read more
Russia’s Struggles: Geopolitics; Oil Prices; Return Of Alexei Kudrin
Russia’s Struggles: Geopolitics; Oil Prices; Return Of Alexei Kudrin by Bill O’Grady of Confluence Investment Management (Due to the Presidents’ … Read more
5 Reasons To Consider Convertible Securities Today
Strong secular arguments for investing in convertible securities are now complemented by strong shorter-term arguments for investing in the asset … Read more
Trouble In Taiwan – Risks From The 2016 Election
Trouble In Taiwan – Risks From The 2016 Election by Bill O’Grady of Confluence Investment Management Trouble In Taiwan Taiwan … Read more
Italy’s Banking Crisis
Italy’s Banking Crisis by Kaisa Stucke, CFA, Confulence Investment Management On January 1, 2016, the EU implemented a new bank … Read more
Oil Prices – The Saudi Executions
Oil Prices – The Saudi Executions by Bill O’Grady of Confluence Investment Management (Due to Martin Luther King, Jr. Day, … Read more
IS, TPP, South China Sea: The 2016 Geopolitical Outlook
IS, TPP, South China Sea: The 2016 Geopolitical Outlook by Bill O’Grady of Confluence Investment Management (This is our last … Read more