Used to Fixating on the Central Bank, We Are Missing that the Central Government is Trying to Take the Mantle of Running the Economy. We...

Expect more inflation, more debt, slower growth and higher rates to define the new regime. Adapted from a guest lecture at Stockholm...

Semiconductors are Important: Have a Listen We recently joined the Pursuit of Scrappiness crew, Janis Zeps and Uldis Terauldkanis, in...

Valsts kanceleja/State Chancellery It was an honor and privilege to introduce and moderate Q/A with the Prime Minister of Latvia,...

Inflation's Enabled Escape from the Bottle As we sit here mid-way through 2022, in a strange way things look somewhat simple, at least...

Rates, oil, inflation, year-to-date signals, Ukraine The deluge of data markets produce and attempt to digest on a daily, weekly and...

Was there no reasonable way to deter a completely foreseeable Russian invasion of Ukraine? If there was, which country would have led on...

Two of our favorite decision making models start with essentially the same action, observations and assessment. John Boyd’s OODA...

Airwaves are full of commentary and news about the Ukrainian situation. The financial media drone on about how to position portfolios,...

Markets have been obsessed with the Fed's plans for rate increases and general liquidity withdrawals designed to somehow, even...

VIEW gets the fixation with the Fed and the direction of rates. If you believe liquidity matters in all the forms with which the central...

Ever notice the cycling accidents you hear about are either at high speed bombing down some switchback in Europe or when the pack is...

If one was in the business in 1999, try to recall the zeitgeist at that time. It can add some perspective to today's view on the NASDAQ...

In December 2020, there seemed a universal feeling that 2021 couldn't come fast enough, most of us hoping we had reached bottom in...

After a long hiatus, VIEW is re-initiated with this edition and we feel a little like a bear coming out of hibernation. The sun and...

After a long hiatus, View will be returning shortly with commentary on markets and geopolitics. Please stay tuned.

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Grand Palace Guard, Bangkok, February 2020 ​ ​ ​After spending three plus weeks in February traveling...

August 31, 2020 While VIEW has enjoyed the summer weather, especially based so close to the Canadian border, the wind has literally...

August 6th, 2020 When one thinks of the challenges of capital allocation in the oil and gas business, the biggest factor for View is the...