History, sovereignty and the next leg for markets “History is a gallery of pictures in which there are few originals and many copies.” – Alexis de Tocqueville Download this PDF here. Prologue A leadership transition is already underway, but much of the market remains anchored to the last trade. Investors
The correction was expected “The future belongs to those who adapt early.” Encouraging investors to look ahead, James Thorne discusses the anticipated market correction and the importance of adapting to emerging trends. Learn more in his August Market Insights coming soon. Watch Now! – The Correction Was Expected
A forces‑for‑2027 forecast looking to the end of the decade Download this PDF here. In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules,
The rules have changed Should investors play the meta game? With changing economic rules and structural shifts in Canada and the U.S., James Thorne emphasizes how these changes are a rerating, not a bubble. Learn why he recommends taking the long view in his July Market Insights out soon.
Rebirth, not decline “We have not chosen this time.” – Oswald Spengler Download this PDF here. The rebirth has begun America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s
Have you considered this isn’t a bubble? The playbook is simple, and it’s already in motion—run hot, grow faster than the debt. James Thorne states the world is changing at a rate we’ve never seen before, emphasizing the importance of distinguishing between significant market signals and the surrounding noise. What
How Epic Fury can deliver a peace dividend “Mastery itself was the prize of the venture.” – Daniel Yergin, on Winston Churchill’s 1913 argument Download this PDF here. Mastery of energy, again Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald
April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump March 31, 2026 Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy,
March Market Insights: There is no Bronze Medal March 4, 2026 AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two
February Market Insights: Fortress America and the Colony Next Door February 4, 2026 We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians
January Market Insights: The 2026 Market Forecast January 6, 2026 The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint
December Market Insights: 2026 and the King Dollar Revival December 4, 2025 Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this PDF here. Rumours of the U.S. dollar’s decline are as persistent as they
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