Author: Sebastian Montague

Throughout the year, the economic and geopolitical landscape has delivered one challenge after another, instilling a sense of precariousness among investors. This uncertainty has been reflected in erratic market movements and an uptick in volatility, casting doubt on the most prudent paths for investment. Yet, amidst this tumultuous environment, certain opportunities for the long-haul investor have shone brightly, particularly within the realm of “Disruptive Innovators.” These are enterprises whose pioneering technologies hold the promise of redefining entire sectors. The march of innovation has historically been punctuated by the rise of companies that have radically altered the playing field in their…

In the realm of economic analysis, let’s indulge in an intellectual exercise. Picture this: two datasets are laid before you, each illustrating a trio of sequential readings on core Consumer Price Index (CPI) metrics in the United States. These metrics encompass core goods and services with an emphasis on the ‘supercore’ CPI segment. Now, here’s the challenge: without resorting to any external tools such as Bloomberg or Google, can you discern which sequence of core CPI data is from a period before the pandemic struck, and which is from the present times? The task might seem straightforward, but it has…