CROSSROADS: US, Europe, China & India
At the Intersection of Geopolitics and Geoeconomics North America In the 2024 US elections, Donald Trump surprised many by winning swing states decisively, outperforming expectations despite polls predicting a tight race. His success was largely driven by...Weekly Market Update
Global Market News Global Equities Make Gains Global equities were substantially higher on the week following Donald Trump’s election win as investors anticipate pro-growth policies in a second Trump administration. The Dow Jones and S&P 500 rose 4.61% and...Geopolitics & the Day After
We begin this week’s newsletter by examining the outcome of the US election, which saw the victory of Donald Trump, who will be the first president in over a century to serve two non-consecutive terms. Next, we turn our focus to the election’s impact on markets,...The Wooden Nickel: Sell-Side Shortcomings
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. In...Sign Up for Our Publications
