Insurgent Tribe Commitment To You

A very strange cultural phenomenon has occurred in the United States the last couple of decades. In ever-increasing numbers, people are not deriving a point of view, an ideology, or an opinion based on facts, data, reality, or truth. Instead, people are seeking out...

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Macron Wins

Emmanuel Macron has won the French Presidential election against Marine Le Pen with somewhere in the neighborhood of 65% of the vote. Markets have this priced in so there should be no significant downside to this in the markets. Macron essentially wants to continue...

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Morning Reading

A few things you may have missed this week that are worth your time:   "The Most Intolerant Wins: The Dictatorship of the Small Minority” by Nassim Nicholas Taleb - fascinating and sure to have something to offend everyone. "The Continuing Incompatible State” by...

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