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Accueil » Uncategorized
 Not so quiet on the East front – Thoughts on the Russia-Ukraine situation
0
By Patrimonica
In Uncategorized
Posted February 25, 2022

Not so quiet on the East front – Thoughts on the Russia-Ukraine situation

Montreal, February 25, 2022 BRIEF NOTE FROM THE CHIEF INVESTMENT OFFICER[1] Let us preface this note by saying that our thoughts are with all Ukrainians whose Canadian diaspora is the largest in [...]

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 Rising Inflation: What Asset Owners Can Do About It
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By Patrimonica
In Uncategorized
Posted October 13, 2021

Rising Inflation: What Asset Owners Can Do About It

Montreal, October 13, 2021 THE LATEST ON INFLATION The U.S. Bureau of Labor Statistics recently reported[1] that the U.S. Consumer Price Index (“CPI”) had risen 5.3% in August from August of last [...]

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 From Lagado projectors to modern-day SPAC sponsors
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By Patrimonica
In Uncategorized
Posted September 23, 2020

From Lagado projectors to modern-day SPAC sponsors

Montreal, September 23, 2020 FROM LAGADO PROJECTORS TO MODERN-DAY SPAC SPONSORS In Jonathan Swift’s Gulliver’s Travels,[1] Gulliver visits Lagado, the metropolis of the fictional island of [...]

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 Enters Plutus, the Greek God of Wealth
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By Patrimonica
In Uncategorized
Posted July 30, 2020

Enters Plutus, the Greek God of Wealth

Montreal, July 30, 2020 ENTERS PLUTUS, THE GREEK GOD OF WEALTH Johann Wolfgang von Goethe was not a particularly prolific writer. The genesis of his magnum opus took over 30 years. Nowadays, [...]

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 The Great Deconfinement
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By Patrimonica
In Uncategorized
Posted July 30, 2020

The Great Deconfinement

Montreal, June 30, 2020 One of the most acclaimed role-playing video game from the genre’s golden era is Fallout[1]. In the game, the player’s avatar is tasked to leave the relative safety of an [...]

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 “The S&P 500’s Metamorphosis”
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By Patrimonica
In Uncategorized
Posted April 29, 2020

“The S&P 500’s Metamorphosis”

Montreal, April 29, 2020 Franz Kafka’s novel The Metamorphosis is about a travelling salesman who wakes up one day inexplicably transformed into a large insect. An analogy can be drawn between [...]

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 Two ways. Gradually and then suddenly
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By Patrimonica
In Uncategorized
Posted April 20, 2020

Two ways. Gradually and then suddenly

Montreal, April 20, 2020 This is what one of the protagonists in Hemingway’s 1926 novel The Sun Also Rises responds when asked how he went bankrupt. In many respects, this is how the Covid-19 [...]

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 The Wuhan-coronavirus and the financial modelling of unknown unknowns
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By Patrimonica
In Uncategorized
Posted January 30, 2020

The Wuhan-coronavirus and the financial modelling of unknown unknowns

Montreal, January 30, 2020 In 1951, American author George Stewart was awarded the first International Fantasy award for his novel, Earth Abides. The novel told the story of a student working on [...]

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 What to make of the US-Iran escalation…
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By Patrimonica
In Uncategorized
Posted January 23, 2020

What to make of the US-Iran escalation…

Montreal, January, 23, 2020 One of our objectives in 2020 is to engage more frequently with our stakeholders when an event that is perceived to have a significant impact on global capital markets [...]

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