What Is Greenland All About?
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Our clients know that we have been very generous when it comes to analyzing President Trump’s policy choices and negotiating style. In our view, ascribing preferences to the man is a poor analytical framework. President Trump goes into every situation trying to maximize his gains, only adjusting his expectations and preferences as constraints become clear. As such, focus on constraints, not stated preferences.
Where does Greenland fit in this paradigm?
BCA Research | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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