KeanaissanceSeries

Gazes Also.

Written by Scott Fulton, Co-CIO and Co-Host of Keanaissance Two point five trillion dollars. That was the value of the market in securities lending in September 2020. It is likely to have increased since then. Context. The market in securities lending is larger than the GDP of all but the seven largest economies in the …

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Primum non no cere

Written by Scott Fulton, Co-CIO and Co-Host of Keanaissance On 1st June 1980, Rush played the Southampton Gaumont on their Permanent Waves tour. During the set, the band played Freewill, whose lyrics, written by the drummer Neil Peart, include the line: If you choose not to decide, you still have made a choice. Long of …

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The Perfect Storms

Written by Scott Fulton, Co-CIO and Co-Host of Keanaissance The PPE degree offered by Oxford University is much prized. It combines three strands of “thinking” which, according to the Dons of the 1920s who launched it, would open minds rather than harness them to a discipline. Philosophically, Confucius is the shoulder on which many subsequent …

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Lightning in a Bottle - Keanaissance Series

Lightning in a Bottle

Written by Scott Fulton, Co-CIO and Co-Host of Keanaissance According to several Sinophiles, the Chinese symbol for “Crisis” does not consist of both “danger” and “opportunity”. Instead, it is argued that the word is constructed from characters denoting “danger” and “a tipping point”. The latter, loose, translation implies the change assumed as positive in the …

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