Confluence Investment Management

Dilma or No Dilma? by Bill O’Grady, Confluence Investment Management During the first round of Brazilian presidential elections on October … Read more

Ebola – Weekly Geopolitical Report by Bill O’Grady Last week marked six months since the Ebola outbreak was identified in … Read more

Back to Iraq – Weekly Geopolitical Report by Bill O’Grady, Confluence Investment Management President Obama has decided to build a … Read more

Indonesia: Weekly Geopolitical Report by Kaisa Stucke and Bill O’Grady The results of the presidential election in Indonesia are final—Joko … Read more

America: Empire Or Republic? Part I [ANALYSIS] by Bill O’Grady of Confluence Investment Management LLC N.B. Due to the upcoming … Read more

America: Republic or Empire? An Update, Part 1 by Bill O’Grady of Confluence Investment Management This topic was last discussed … Read more

August 11, 2014 By Bill O’Grady Reflections on WWI: Geopolitics and Markets   WWI began on July 28, 1914. It … Read more

The Hamas Problem by Bill O’Grady, Confluence Investment Management On June 12, three Israeli teenagers were abducted in the West … Read more

The Dollar Weapon:Confluence Weekly Geopolitical Report by Bill O’Grady The Dollar Weapon Over the past few years, various prosecutorial arms … Read more

The ISIL Threat: Weekly Geopolitical Report Over the past two weeks, the insurgent group called the Islamic State of Iraq … Read more

Confluence Investment Management LLC From Russia, Without Love On Sunday, May 18, the Ukrainian presidential election results showed the general population’s … Read more

The 2016 Presidential Election In 144 Years Of Context By Bill O’Grady April 14, 2014 (N.B. In this report, we … Read more

The Ukrainian crisis and the Crimean annexation have been closely watched by the Baltic countries (Estonia, Latvia and Lithuania). For … Read more