March 28, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: April Fools’ edition — Time travel, caffeine, Zootopia, yippee-ki-yay, AI, Loki, and the new tPhone UKRAINE/RUSSIA Time travel achieved! Stunning scientists worldwide, President Putin has achieved the dream of time travel not just for himself, but for an entire nation, taking Russia back 30 to 70-years…

May 12, 2022 I was quoted by International Business Times, so in a break from my usual CIO (Check-It-Out) Reports, I’d like to mention that press/business article. Running Point and I were quoted on May 12, 2022 in an International Business Times article regarding Disney’s earnings release. Article link: https://www.ibtimes.com/disney-beats-netflix-big-cost-blame-dr-strange-black-panther-3505130 Disney Beats Netflix At A Big Cost — Blame ‘Dr. Strange’ And ‘Black Panther’, by Panos Mourdoukoutas, PhD, 05/12/22

May 9, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Dollar Up GL🌍BAL DollarUp: The U.S. dollar hit its highest level in 20 years in response to the Federal Reserve raising interest rates — Also, on the heels of a -7% decline this year, the Euro hit 5 and 10-year lows vs USD as Europe’s economy…

May 7, 2022 Michael’s quotes in the press — commentary, sarcasm, and global macro reflections I’ve been honored to be quoted in the press several times over the last year — by Fast Company, International Business Times, and Reuters — so in a break from my usual CIO (Check-It-Out) Reports, I’d like to play catch up on those press articles in reverse…

May 2, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Mayday, happy May Day GL🌍BAL May Day: The U.S. economy plunges into summer mode with still positive growth and domestic demand — the economy can remain hearty while price inflation moderates to Stayflation Mayday: Globally, recession fears have displaced inflation as a top concern as Chinese…

April 25, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Sing or Singed🔥 GL🌍BAL CØVID: The International Monetary Fund (IMF) remains too optimistic even after downgrading its global growth outlook again in response to Russia’s war and supply disruptions from China’s Zero-COVID policy Alphaville: The Japanese Yen has declined sharply since early March and more so…

April 18, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Not dancing with the stars GL🌍BAL Easter of war: Pope Francis criticizes Russia over its “cruel and senseless” war in Ukraine — feels more like genocide as Russia tries to erase Ukraine and its civilians. Will Russia stop at Ukraine’s borders? Not dancing with the stars…

April 11, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Doublespeak The current confluence of investment market challenges is numbing: COVID policy differences (by country and industry), energy price shocks, Russian corporate risk, Ukrainian sovereign risk, commodity, energy, food and wage inflation, unionization, economic sanctions, China tech and real estate, complexity around global trade restrictions, high…

April 4, 2022 Michael’s CIO (Check It Out) Report on the week just past — events, sarcasm, and global macro reflections THEME: Gl🌏bal UKRAINE/RUSSIA DeciMNation: Ukraine, Russia, and Eastern Europe will be meaningfully setback by the war — recession in these areas is inevitable, as tens of thousands have been killed and wounded, over 10MM displaced, and countless homes and livelihoods decimated and overturned