Geopolitics & the Day After
This week, we explore how China’s mounting debt is threatening its economy, and how Beijing is trying to shift towards technology-driven growth. Then, we delve into the challenges investors face in a high-interest rate era, including the lackluster adoption of AI...The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections....Weekly Market Update
Global Equities Make Gains Global equities made gains this week. The S&P 500 and the Dow Jones increased 0.87% and 1.59%, respectively. The Nasdaq rose slightly by 0.25%. The US 10-year Treasury note declined several basis points to 4.18% while the price of a...Geopolitics & the Day After
To begin this week’s newsletter, we dive into the results of the recent elections in both France and the UK and what they mean for the continent’s future prospects. Then, we examine the surprising result of Iran’s presidential election following the...Sign Up for Our Publications
