Most people today have a status quo bias, believing that the U.S. dollar is the reserve currency and will remain so forever. But if history teaches us anything,
August 22, 2025
Most people today have a status quo bias, believing that the U.S. dollar is the reserve currency and will remain so forever. But if history teaches us anything,
August 22, 2025
A Reality Check Is Coming for the Financial EconomyThis isn’t an investment letter, and I’m not a licensed advisor. But I feel compelled to issue a warning: the
August 3, 2025
NVIDIA, the powerhouse behind the AI revolution, is roaring back to dominance—particularly in the world’s most contentious tech battlefield: China. With the U.S
August 2, 2025
Short ThesisLululemon is a high-quality, capital-efficient brand navigating cyclical pressures, offering long-term investors a rare opportunity to own a premium
August 2, 2025
The world is experiencing rapid transformations across demographics, economics, and technology. From population collapse in developed nations to the rise of art
August 3, 2025
U.S. fertility has been in long-term decline since the end of the Baby Boom (1946–1964). From 1965 onward, the total fertility rate fluctuated between 1.7 and 2
August 3, 2025
Get the latest insights and analysis delivered to your inbox weekly.
August 22, 2025
August 3, 2025
Our expert analysts break down key trends and opportunities in the coming quarter.
Read Analysis