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January 12, 2022
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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.
The Trump Doctrine envisions a sovereign, American-led Western Hemisphere. But where does that leave Canada—and how do we secure our own economic sovereignty? James Thorne shares his thoughts in his February Market Insights.
A new market cycle is taking shape. In his January Market Insights, James Thorne shares his thoughts on the market outlook for 2026. Investors should lean in – being underallocated could be the biggest risk of all.
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