As the artificial intelligence (AI) bottleneck tightens, James Thorne reveals in his August Market Insights how a rebalancing between AI, the real economy and a long-forgotten bitcoin are taking shape—and why no side should be ignored.
“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 opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus.