Geopolitics & the Day After
To begin this week’s newsletter, we examine the factors that triggered the global equity selloff that occurred earlier this week. Then, we touch on the recent election in Venezuela, which has been marred by accusations of widespread fraud. We then move on to a...Geopolitics & the Day After
To begin this week’s newsletter, we examine the tensions that threaten access to critical resources, touching on both advanced ones like South Korea’s $4 trillion semiconductor industry and basic ones such as water scarcity in Northern Africa. Then, we...Geopolitics & the Day After
To begin this week’s newsletter, we examine the slowdown of China’s economy, including the policy responses that Beijing has initiated, alongside the surprising growth and robustness of the Japanese economy. Then, we touch on small-cap stocks, which have...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...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
