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Own Goals on Inflation and Growth-Fiscal Overruns Monetary
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...

View by dar
Jan 25, 20238 min read
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Implications of an Anti-Flat World of Spheres-Leaving the Globalized Ancien Regime Behind
Expect more inflation, more debt, slower growth and higher rates to define the new regime. Adapted from a guest lecture at Stockholm...

View by dar
Dec 14, 20228 min read
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A Conversation with Intel CFO David Zinsner
Semiconductors are Important: Have a Listen We recently joined the Pursuit of Scrappiness crew, Janis Zeps and Uldis Terauldkanis, in...

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Aug 11, 20221 min read
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The Baltic Challenge and Promise: Latvia
Valsts kanceleja/State Chancellery It was an honor and privilege to introduce and moderate Q/A with the Prime Minister of Latvia,...

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Jul 20, 20225 min read
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Blinding Flashes of the Obvious
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...

View by dar
Jun 21, 20225 min read
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Markets: Things That Matters Now
Rates, oil, inflation, year-to-date signals, Ukraine The deluge of data markets produce and attempt to digest on a daily, weekly and...

View by dar
Apr 27, 20227 min read
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Ukraine: Consequences
Was there no reasonable way to deter a completely foreseeable Russian invasion of Ukraine? If there was, which country would have led on...

View by dar
Mar 29, 202211 min read
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Ukraine: Strategy Implications
Two of our favorite decision making models start with essentially the same action, observations and assessment. John Boyd’s OODA...

View by dar
Mar 3, 20223 min read
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Ukraine: People First
Airwaves are full of commentary and news about the Ukrainian situation. The financial media drone on about how to position portfolios,...

View by dar
Feb 24, 20225 min read
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Rate Hike Cycles-Fear, Uncertainty and Doubt
Markets have been obsessed with the Fed's plans for rate increases and general liquidity withdrawals designed to somehow, even...

View by dar
Feb 23, 20226 min read
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Things That Matter Now
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...

View by dar
Feb 14, 20225 min read
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The Backside Still Looks Riskier to Us
Ever notice the cycling accidents you hear about are either at high speed bombing down some switchback in Europe or when the pack is...

View by dar
Feb 3, 20224 min read
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The NASDAQ, the Cycle and Forward Return Expectations-Let's Cut Through the "Themes and Stories"
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...

View by dar
Jan 18, 20226 min read
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2022 Outlook: The Surface of Risk in a Transition
In December 2020, there seemed a universal feeling that 2021 couldn't come fast enough, most of us hoping we had reached bottom in...

View by dar
Dec 31, 20216 min read
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The VIEW From the Other Side
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...

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Nov 2, 20215 min read
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View will return shortly.
After a long hiatus, View will be returning shortly with commentary on markets and geopolitics. Please stay tuned.

View by dar
Sep 28, 20211 min read
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Blog Post of VIEW on "The Last Globalist" from April
​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Grand Palace Guard, Bangkok, February 2020 ​ ​ ​After spending three plus weeks in February traveling...

View by dar
Sep 25, 20207 min read
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Volatility and Risk Ahead: A Presentation to Latvian American Chamber of Commerce-September 22, 2020

View by dar
Sep 25, 20200 min read
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VIEW Blog 1.1: Summer is Over, Risk Dominates the Event Horizon
August 31, 2020 While VIEW has enjoyed the summer weather, especially based so close to the Canadian border, the wind has literally...

View by dar
Aug 31, 20204 min read
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VIEW Blog 1.0: Variable Dividends-A Positive Step for Oil & Gas Capital Allocation
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...

View by dar
Aug 6, 20203 min read
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