July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age
July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age June 30, 2026 A forces‑for‑2027 forecast looking to the end of the decade Download this PDF here. In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the […]
June Market Insights: America at 250
June Market Insights: America at 250 May 29, 2026 Rebirth, not decline “We have not chosen this time.” – Oswald Spengler Download this PDF here. The rebirth has begun America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still […]
May Market Insights: Mastery and the Terror Premium
May Market Insights: Mastery and the Terror Premium May 5, 2026 How Epic Fury can deliver a peace dividend “Mastery itself was the prize of the venture.” – Daniel Yergin, on Winston Churchill’s 1913 argument Download this PDF here. Mastery of energy, again Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to […]
April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump
Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying […]
March Market Insights
March Market Insights: There is no Bronze Medal March 4, 2026 AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two cultures that are going to […]
February Market Insights
February Market Insights: Fortress America and the Colony Next Door February 4, 2026 We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians are likely to regard Donald […]
January Market Insights
January Market Insights: The 2026 Market Forecast January 6, 2026 The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth […]
Investment Insight; Winter 2026
Welcome to the Winter 2026 edition of our quarterly Investment Insights newsletter. Each quarter we share perspectives to help you navigate the markets and make informed decisions. This edition focuses on key themes shaping the year ahead. We begin with estate planning, a topic that often falls down the priority list but remains one of […]
December Market Insights
December Market Insights: 2026 and the King Dollar Revival December 4, 2025 Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this PDF here. Rumours of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one […]
November Market Insights
November Market Insights: Wealth In A Capex Supercycle October 30, 2025 Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the product of energy […]