Peter C. Cavelti

An Absence of Trust

On the surface that appears to be a good thing. As experts of almost any stripe and colour expose themselves as no more than a source of one specific opinion, it becomes imperative that we strip ourselves of our confirmation bias, study opposing viewpoints, and take responsibility.

Of Fear and Fatigue

What does a prolonged climate of fear and the resulting fatigue do to individuals, society, the financial markets, the shaping of our future and future generations? And what kind of world do we want to create?

The Next Seven Weeks

We elaborate on the four factors that will dominate the ramp-up to the U.S. presidential election: power politics, the election aftermath, central bank posturing, and Covid-19 dynamics.

A Second Catalyst

I’m deviating from my usual quarterly format, primarily because events warrant an update. Since I last wrote just eight weeks ago, we’ve gone through a number of Covid-19 induced changes. The most visible fallout is on the economic front, where GDP contraction and employment loss remind of the Great Depression.

A New World

Covid-19 has made the world into a new place. Not just “out there”, but in our homes and workplaces. From here on, we’ll be doing many things differently, maybe for a few months and maybe for decades to come. It’s important to understand how we got here.