“The game itself is changing.” In his July Market Insights, James Thorne demonstrates how investors should reposition their strategies to capitalize on the new opportunities of Trump’s America First rebuild—or risk sitting on the sidelines.
The American 250th anniversary marks a new declaration. In his June Market Insights, James Thorne explores America’s rebirth—and why investors are not seeing the last gasp of U.S. exceptionalism.
As Brent trades above US$100, the hidden tax on energy is once again visible. In his May Market Insights, James Thorne explains why the U.S.-led operation against Iran could neutralize a nascent nuclear threat, reset oil toward US$60, and unlock a long deferred peace dividend.
The New Great Game is taking shape—a U.S.-China rivalry over energy, AI infrastructure, and the dollar. In his April Market Insights, James Thorne weighs in on Bretton Woods 2.0, King Dollar, and what it means for investors.
The capex surging into AI looks less like froth and more like strategic reconstruction. In his March Market Insights, James Thorne explores how this capex supercycle is reshaping U.S. economic expansion—and why markets may be getting this key aspect of the AI story wrong.
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