October Market Insights: Warsh Fails The Test
October Market Insights: Warsh Fails The Test October 5, 2026 From being part of the solution to being part of the problem “A national debt, if it is not excessive, will be to us a national blessing.” – Alexander Hamilton Download this PDF here. Alexander Hamilton understood that debt is not necessarily a burden if […]
September Market Insights: Through The Looking-Glass
September Market Insights: Through The Looking-Glass September 2, 2026 Wall Street’s Red Queen problem “It takes all the running you can do, to keep in the same place.” – The Red Queen; Through the Looking-Glass Download this PDF here. Into the mirror Lewis Carroll’s Through the Looking-Glass imagined a world in which familiar rules ran […]
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 […]
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 […]