From the Journal
-
Volatility, Inflation, Interest Rates & Mindset
Good Morning Ladies and Gentlemen ”Thinking is hard, so most people judge.” C.G. Jung The incident that occurred last week at the Chicago Mercantile Exchange (CME Group) presents a significant case study in data centre operational resilience. The facility that underpins the CME, a leading global derivatives exchange, has reported enhancements to its backup cooling […]
-
The Predictive Power of Forward-Looking Earnings Revisions
Good Morning Ladies and Gentlemen ”All ideologies are inaccurate to varying degrees. More subtly, all are incomplete in various ways; in particular, they fail to anticipate some crucial events.” Social Philosophy and Policy, Volume 41, Special Issue 1: Ideology Thank you very much for the generous feedback on my last “Stefan’s Weekly.” I was […]
-
Lower U.S. Base Rates, Persistent Inflation and a Surprise
Good Morning Ladies and Gentlemen ”Scratch an altruist, and watch a hypocrite bleed.” Michael Ghiselin Lower U.S. Base Rates The US Federal Reserve has reduced its key interest rate to a range of 3.50% to 3.75%. This decision comes in response to indications of weakness in the labour market. Following the 43-day government shutdown […]
-
Monthly Gold Compass – December 2025
We are pleased to present to you the IGWT Monthly Gold Compass for December 2025, which contains a wide range of popular charts.