Weekly explorations covering the intersection of Business, Finance, & Geopolitics.
Read by hedge fund managers in New York & digital nomads in Costa Rica.
We lay out a four-step process that showcases how a US soft landing could materialize.
Wealth vs GDP, Deglobalization Rising, Structural Shifts in Sector Returns, The Shifting Semiconductor Landscape, The Idiocy of Climate Policy, and Black Friday Madness
Mystery brewing in China, a rising Poland, and politics aside, Brazil has a bright future
Natural gas fields provide some common ground for a maritime border agreement
We highlight a framework that helps us get a sense of what round of the current bear market we are in.
We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.
Operating Leverage, Supermajors, Global Oil Reserves, Cash Account Returns, Yield Games, China Exposure
Deep dive into the increasing tensions between the U.S. & Saudi Arabia.
Steven K.N. Wilkinson's guest post on the German industrial complex navigating a pivotal moment in history
We look back at what happened over the last 9 months of the year.
Currencies in Crisis, The Mother of All Macro Charts, Fed Funds and Crisis', Global Petroleum Production, Corporate Margins and Real Wages, The Wealth Gap, Demographics