As bull cases re-emerge, remember to always consider the shifting macro backdrop
We think that the latest market rally won't last, especially in Europe
We explore last month's local news of global impact and remind readers of why we still like Brazil
Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1
In a year of max uncertainty due to the divergence of outcomes possible, let's focus on what we know
We highlight the six lessons we learned in 2022
Deglobalization, U.S. Government Refinancing vs. Market Interest Rates, Global Food Prices, Texas Energy, 2022 Bubbles Bursting, Travel
The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro
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