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Insights Archives 2017-10-13T01:54:33+00:00

Stories and Storytellers

These days it is easy to be cynical. Writing this on the eve of a U.S. government shutdown, it seems that our leaders and institutions too often disappoint us. Perhaps the truth about our leaders and institutions was always oversold, yet we chose to believe differently.

By | January 29th, 2018|

2018 Investment Outlook

The U.S. economy is in the late stages of an expansion, and speculative excesses are beginning to proliferate. Risk assets will probably perform well in 2018 but increasing caution and portfolio conservatism are warranted

By | January 24th, 2018|

Monitoring Global Risk Events: Applying GDELT to Global Events

Over the course of 2017, we integrated big data analytics into Northwest Passage Capital Advisors’ tracking of global events. As part of our firm’s ongoing “Boots in the Cloud” research initiative, we are actively leveraging the vast data potential of the Global Database of Events, Language, and Tone (“GDELT’’) to gain a fuller and better-informed perspective on world events impacting emerging markets.

By | January 11th, 2018|

Back in Synch

The Olympic motto (“Swifter, Faster, Stronger”) captures the essence of competition; that through competition the best is brought out …

By | July 1st, 2017|

Stories and Storytellers

Jefferson V. DeAngelis
January 29, 2018

These days it is easy to be cynical. Writing this on the eve of a U.S. government shutdown, it seems that our leaders and institutions too often disappoint us. Perhaps the truth about our leaders and institutions was always oversold, yet we chose to believe differently.

2018 Investment Outlook

William C. Slaughter
January 24, 2018

The U.S. economy is in the late stages of an expansion, and speculative excesses are beginning to proliferate. Risk assets will probably perform well in 2018 but increasing caution and portfolio conservatism are warranted

Monitoring Global Risk Events: Applying GDELT to Global Events

K.P. O'Reilly PhD, JD
January 11, 2018

Over the course of 2017, we integrated big data analytics into Northwest Passage Capital Advisors’ tracking of global events. As part of our firm’s ongoing “Boots in the Cloud” research initiative, we are actively leveraging the vast data potential of the Global Database of Events, Language, and Tone (“GDELT’’) to gain a fuller and better-informed perspective on world events impacting emerging markets.

Season’s Greetings

Jefferson V. DeAngelis
December 18, 2017

As 2017 ends, investors are fully engaged in a seasonal event as much a tradition as eggnog or caroling this time of year. It’s forecasting season.

Traveler standing alone on stone cliff lake and misty mountains

Come on in, the Water’s Fine

Jefferson V. DeAngelis
November 30, 2017

While difficult to recognize the signals in real time, most economic cycles follow a recognizable pattern apparent in hindsight.

himalayan moutains covered in fog

¿Donde Esta Santiago?

Jefferson V. DeAngelis
October 3, 2017

Across Latin America, voters have rejected populism, of both the far right and left variety, moving to a more centrist position. A case in point is Argentina. 

2017 Q2 Fly Away on My Zephyr

William C. Slaughter
July 31, 2017

Results reflect a benign environment for fixed-income assets with EM bond markets tracking the overall strong performance of risk assets.

Back in Synch

Jefferson V. DeAngelis
July 1, 2017

The Olympic motto (“Swifter, Faster, Stronger”) captures the essence of competition; that through competition the best is brought out …

Boots in the Cloud

Jefferson V. DeAngelis
June 1, 2017

Intelligence organizations have historically relied on agents in the field employing well-honed spycraft to collect and report vital information …

2017 Q1 Cognitive Dissonance

William C. Slaughter
May 2, 2017

Fixed-income markets deliver strong returns, ignoring continuing political and economic risk, in a complete unwinding of the “Trump trade.”

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