There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!
We compare the US blockade of the Strait of Hormuz with selected blockades from WWI to the present and identify some limits of using economic isolation in a war ceasefire scenario.
Rapidly developing war-related negative sentiment sinks global stock markets. Then, a reversal and a powerful rally occur. The S&P makes a new high in record time. How to see this volatility? What I do with stock vol.
Only a political ignoramus can ignore the burning up of the planet.
Is it a blockade or is it a siege? These are forms of war not usually examined by the current crop of younger financial market agents. We advise studying history of sieges and their connection to economics.
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