The rise of Indonesia as a geopolitical and economic powerhouse takes center stage as their elections begin.
New All-Time Highs, February's Seasonality, the Chinese Rebound, and Bitcoin ETF Inflows
Decentralization vs Centralization Framework, Hedging Geopolitical Risk, Frontier Opportunities of Decentralization, and Why Active Managers Should Be Able to Kill It
Uranium, Manufacturing Spend, Maturity Walls, The China to India Pivot, and Indonesia Rising
While it appears that both sides have stepped back from the brink, the odds of accidents or miscalculations between the militaries of Venezuela and Guyana leading to escalation should be taken seriously
The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.
Review of 2023, Japan Update on Corporate Disclosures Improvements, Higher Rates Impact in the US, and the Best Macro Backdrop for Small & Mid-Caps
The geopolitics of the global energy transition
Where might Money Market Funds liquidity move into this time around?
In 2024, investors should expect a trading environment rather than an investing environment until the current stop-start recession narrative is conclusively resolved
What Has Happened to International Shipping? How is the Shipping Industry Responding? How is the US Military Responding? And How Are Markets Responding?
US Dollar Bullish Framework, the Relative Yield Story, and the Eurodollar Market