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 […]
August Market Insights: Beyond The AI Bottleneck
August 4, 2026 History, sovereignty and the next leg for markets “History is a gallery of pictures in which there are few originals and many copies.” – Alexis de Tocqueville Download this PDF here. Prologue A leadership transition is already underway, but much of the market remains anchored to the last trade. Investors are still […]
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 […]