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 […]
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 […]
October Market Insights
October Market Insights: Trump, Carney and the Western Awakening October 1, 2025 A new era for Canada is about to begin “I read in a newspaper that I was to be received with all the honors customarily rendered to a foreign ruler. I am grateful for the honors; but something within me rebelled at that […]
September Market Insights
September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War September 4, 2025 Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597) Download this PDF here. The edge of transformation Bacon’s wisdom, that true prosperity is won by strategic […]
August Market Insights: The Unreasonable Rally
August Market Insights: The Unreasonable Rally August 12, 2025 Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – George Bernard Shaw, Maxims for Revolutionists Download […]
July Market Insights:
July Market Insights: The Six Months Where Everything Changed July 8, 2025 The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve … is in the position of the chaperone who has ordered the punch bowl removed just when the party was really warming up.” – William McChesney Martin Jr., […]
June Market Insights: The New Nexus of Power
June 10, 2025 Debt, deals, and the dawning tech epoch The factors which really constitute prosperity have not the remotest connection with military or naval power, all our political jargon notwithstanding. – Norman Angell, The Great Illusion (1910) Download this PDF here. For decades, the American establishment clung to the gospel of globalization, open markets, […]