INSIGHTS 2017-10-13T01:58:55+00:00

K.P. O’Reilly PhD, JD

International Political Risk Analyst

Russia Update: Rising Instability, Syria and Sanctions

The last 30 plus days have seen a dramatic unfolding of events involving Russia. The combination of rising political tensions, new U.S. sanctions and another chemical weapons attack in Syria have put investors on edge. The conundrum facing investors is whether this new Syria crisis will quickly fade or linger given other cumulative effects.

April 16th, 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.

January 11th, 2018|

Brexit Endgame

The recent triggering Article 50 renews speculation over Brexit. Application of basic game theory sheds light on some potential outcomes.

April 4th, 2017|