Pandemic Perspectives

Like a Jurassic-sized Black Swan the Covid-19 pandemic has adversely impacted every aspect of life on earth as we know it paralyzing the world economy like nothing else in history. The following articles, all of which can be accessed through our blog www.atthehighestlevels.blogspot.com, provides prescient, over-the-horizon, counter-intuitive perspectives on different disciplines with respect to what to expect in the near and medium-term.


GLOBAL FOOD SECURITY & SUPPLY CHAINS

The Emerging Cash-Poor Wealthy

The Summer of Pandemic Pandemonium

Prosperity Deferred for the African Century

Impending Food Shortage to Provoke Civil Unrest

How Autocracies Can Weaponize the Global Food Supply Chain

The Urban Jungle Unleashed

India: Bracing for the Covid-19 Viral Contagion

Global Food Insecurity

Tightening Food Supply Chain to Spike Prices

Greater Valuation with a Fortified Supply Chain

Trucking Operations Paramount to Food Security

How Covid-19 Has Profoundly Infected the Global Supply Chain


GEOPOLITICAL & INVESTMENT RISK ASSESSMENT

President Xi’s Leadership at Risk and His Socio-Economic Conundrum

USA: A Brutal Post-Coronavirus Reset

China: A Brutal Post-Coronavirus Reset

China’s Crisis Management Stress Test


INVESTMENT OPPORTUNITIES

Economic Microburst During the Viral Ceasefire (Travel & Hospitality)

Gold to Surge in Flight to Safety Stampede

The Luxury Market’s Brutal Restructuring


OIL

OPEC+ | The Virtual Oil Cartel

Russo-Saudi Powerplay Again US Shale Oil

US Shale Oil: Black Gold, Red Ink

OPEC+ Price Challenge: Catching the Falling Knife