How will Trump’s U.S. election victory and recent interest rate cuts shape the future economy? James Thorne reminds investors that liquidity matters and shares where he still sees opportunities. Stay tuned for his 2024 recap this December.
February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to