Geopolitics & the Day After
For this week’s newsletter, we focus on the factors that drive geopolitics, markets, and thus investment considerations. First, we look at the expanding China-Russia relationship against the backdrop of global rearmament. Then, we examine how geopolitical and...Geopolitics & the Day After
For this week’s newsletter, we touch on topics from tensions in the Middle East, US market trajectory, developments in the Ukraine-Russia war, and investment opportunities in commodities. First, we look at the undeclared ‘Shadow War’ between Israel...Geopolitics & the Day After
For this week’s newsletter, our topics include recent developments in global financial markets, great power competition, technology, and global migration. First, we look at some interesting news in the world of investing, from infrastructure, commodities, and...Geopolitics & the Day After
For this week’s newsletter, we examine some of the less-discussed conflicts in the world, as well as political, technological, and economic developments that mark our new era of transition. First, we look at some of the conflicts in the Global South that get...Geopolitics & the Day After
To begin this week’s newsletter, we are assessing two important concerns at the forefront of many investors’ minds: bubbles and the US election outcome. Next, we pivot to learning about the threats to global security, including AI, election meddling, and...Sign Up for Our Publications
