The Wooden Nickel: DeepSink
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. Eight...Weekly Market Update
Global Market News Global Equities Down Global equities were down on the week amid volatility, primarily in tech stocks, fueled by Chinese AI startup DeepSeek’s unveiling of its AI model that costs 95% less to develop than others (see details below). The...Geopolitics & the Day After
This week’s newsletter explores the unraveling of international law in geopolitics, as major powers increasingly disregard legal norms, from Russia’s war in Ukraine to China’s actions in the South China Sea. In geoeconomics, we analyze the volatility in global...Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week. The Dow Jones and S&P 500 rose 2.15% and 1.74%, respectively, while the Nasdaq gained 1.65%. The US 10-year Treasury note was relatively unchanged on the week, closing Friday at...Sign Up for Our Publications
