Lean into the new cycle and ignore the noise. As we approach 2026, James Thorne shares his insights for the new year with investors, highlighting the significant changes happening in the U.S.
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