by rosswcalvin | Jul 28, 2020 | Geopolitics, Prometheism, Uncategorized
Today, cultural confidence has been threatened by outside manipulation and totalitarian ideologies attempting to subvert American values. Now is the most important time in the last century to boldly reaffirm the blessings of liberty upon which the United States are...
by rosswcalvin | Apr 8, 2020 | Investment
Seen and the Unseen Investors have a profound role in our culture: the calculus between the seen and the unseen. But more often than not, this role is forgotten in favor of copying the seen alone and ignoring the possibility of...
by rosswcalvin | Mar 12, 2020 | Uncategorized
The dominant market momentum for nearly 40 years has been a Faustian trade: leverage long government bonds and short idiosyncratic risk. This trade, supported by monolithic credit and currency regimes, has reached its breaking point. The United States will no longer...
by rosswcalvin | Feb 27, 2020 | Uncategorized
In the 1840’s, Ireland imported infected fertilizer from Peru produced cheaply by indigenous slaves. Potato monocropping meant that the crop was not resilient enough to the infection, and half of the country’s production was wiped out in under four years. Famine and...
by rosswcalvin | Feb 16, 2020 | Uncategorized
Since 1990, global growth has been a product of American strategic, technological and financial largess directed abroad. Markets have been driven by convergence and consolidation in interest rates, currencies, technology, capital flows, politics, and way of life....
