Putin, Ukraine & Me

While the news flow in the US seems fixated on the daily Trump trial revelations, the daily ouster of campers in universities or the coming presidential debates, the war activity and risk in Europe is expanding. This has major implications for Europe’s financial markets which will soon have to deal with the political change in the forthcoming European Parliament elections.
Mother’s Day

I wish all Sunday readers and their mothers the very best celebration of their special day.
More on Debt & Deficits

For newer readers, the links to the original four-part series are at the end of this commentary.
Cuba Series, Part 4: Helms–Burton & Readers Respond

We thank readers for their many comments about our Cuba series. Here are a few of those responses.
Cuba Series, Part 3: Healthcare

I’m in Cuba and have been meeting with doctors and others to learn what the situation is here with regard to Zika. I’ve visited a daycare center and a rural community and been briefed on mosquito control.
What I’m learning is eye-opening.
Cuba Series, Part 2: US Sanctions on Cuba?

In “Cuba Series, Part 1: The Bay of Pigs”, I discussed our GIC delegation’s recent visit to the Bay of Pigs Museum in Cuba. I also mentioned the impact of US sanctions. Let’s use this commentary for some deeper details about sanctions.
Cuba Series, Part 1: The Bay of Pigs

I’m going to start this multipart series about Cuba with a report of my personal visit to a region outside the Havana area. Readers will see why shortly. So, here’s Cuba Series, Part 1: Bay of Pigs.
Zika – February 2019

For our readers’ reference we want to start this discussion by recalling that it has been one century since a virus mutated and became a mass killer. That was a strain of H1N1 influenza A, nicknamed the Spanish flu. An estimated 50 million died worldwide as that pandemic swept around the world, and many more […]
Lessons from Thucydides

David R. Kotok has written the monograph pamphlet, “Lessons from Thucydides” detailing information asymmetries and their implications for investors and world affairs. The concept of a Thucydides Trap and its rise and avoidability (or lack thereof) is often debated and David makes a case for dealing with them weaving current and historical events into a […]