Commentaries

Syntrinsic Commentaries strive to describe, explain, and shine a fresh light on that place where economics, politics, history, literature, and philosophy intersect, to find lessons, questions or at least a bit of humor in the challenging themes that define our era. Writing—like investing—is but one means of expressing one’s opinion about past experience and future expectation, and like investing, reveals an active commitment to one’s ideas and ideals. We hope that these original pieces challenge and inspire, entertain and inform. And we hope that you will connect with us occasionally to share your perspectives as well.

Crowded Out

06/13/18

A quiet, corrosive, and profound financial crisis is upon us. This year, the United States Treasury will pay over $300 billion in interest payments on our debt held by the public. That amount is... Continue

Its About Time

02/07/18

While only a few weeks have passed since sharing our 2018 Outlook, the recent market volatility creates a timely opportunity to revisit our process and near-term sentiment, and to add context to... Continue

Research Section

03/27/17

A new section of our website is dedicated to sharing Syntrinsic Research Group’s latest publications. Research Syntrinsic Research strives to analyze the complex relationships between... Continue

The Essential Questions

11/09/16

As we emerge from the most divisive US Presidential election in generations, three essential questions demand our attention: 1. What does the election result mean for the economy? 2. What does the... Continue

2016: On the Brexit

06/24/16

As investors we must accept there will be periods where our fortitude will be challenged and fear and uncertainty will take hold of the markets. It has been prudent in these situations to maintain a... Continue

2016: A Story in Progress

01/21/16

Watching the newest Star Wars release, many viewers felt they had seen this story before—the orphaned hero from a desert planet, the vile immensity of the Death Star, and the dashing Han Solo... Continue

Thank You, Shanghai

08/26/15

Thirty years ago, Shanghai was a quiet city. Occasionally, a truck would trundle down the somber, hand-swept streets, though most goods were transported by handcart or heavy steel-framed bicycles.... Continue

The (Next) American Experiment

03/20/14

The European settlement of America embodied a two-pronged experiment. For some, America represented a place where oppressed peoples could create a new social reality in alignment with the early... Continue

The Social (In)justice of Our Debt

02/12/13

Sixteen trillion. 16,000,000,000,000. Start with one million. Multiply it one thousand times. Then times one thousand more. Then times sixteen. Stick a “$” in the front and you have the... Continue

The Cliff

12/31/12

Imagine perching atop a cornice of snow on a rocky cliff nested high in the Rockies. Your head reaches above the tops of spruce and pine. Even ravens do not fly this high. Your skis poke their tips... Continue