Two weeks ago, we discussed the recent report from Artemis Capital Management, “Volatility and the Alchemy of Risk – Reflexivity in the Shadows of Black Monday 1987”, authored by Christopher Cole. See “In the Shadows Of Black Monday – “Volatility Isn’t Broken…The Market Is”. The full report can be accessed here.
Authored by Christopher Cole via Artemis Capital Management,
A full version of the article is available on the Artemis website.
Volatility and the Alchemy of Risk
From today's "Morning Porridge" by Bill Blain of Mint Partners
Mint – Blain’s Morning Porridge – March 16th 2017
What a fascinating world of possibilities opened up y’day, but let’s start with a simple game. Without thinking about it too much; name 5 famous European politicians of the last 30 years.
I bet none of them were Dutch.
Why? It’s a great country with a functional consensual political system biased towards compromise and coalition. Generally it works. The country works.
Submitted by Nick Giambruno via InternationalMan.com,
The next domino has fallen...
I recently spent several weeks in Italy, taking the pulse of the country. The Italian referendum on December 4 turned out exactly how I predicted it would.
The “No” vote won in a landslide, with 59% of the vote versus 41% for “Yes,” with a 70% turnout.
The pro-EU Prime Minister promptly announced his resignation after the crushing defeat.