Geopolitics
US Social And Political Instability’s Impacts On Market Volatility…
Executive Summary US Support For A Military Coup?
Trump Raid Heightens Political Risk…
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…
Executive Summary US Support For A Military Coup?
Trump Raid Heightens Political Risk…
Executive Summary Russia’s Crude Oil Output Will Fall
EU Russian Oil Embargoes, Higher Prices…
Executive Summary US Deficits Will Rise Before They Fall
No, The Inflation Reduction Act Will Not Reduce Inflation…
The Odds Of World War III…
Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine alone. The world is playing “Russian…
Executive Summary Oil Markets Remain Tight
Oil Markets Remain Tight…
Executive Summary Biden Taps China-Bashing Consensus
Biden's Midterm Tactics Bear Fruit… But There's A Snake…