Own the AI Picks and Shovels, Not the Models

The Current State of the US Economy: Lower Rates and AI Angst

Understanding Argentina's Economic Reawakening

Making Sense of Trump's Worldview - "Spheres of Influence"

Brazil Deep Dive: Is This Market Worth Your Time?

Two Years is Too Long...The AI Conundrum

The Two Big Risks for Stocks in 2025

Why The Failure of DOGE is Our Base Case

Have Tariffs Taken Rate Cuts Off the Table for 2025?

Is China Weaponizing US Dollar Bonds?

Bubble or Bull Market - Trump Will Decide

Back from El Salvador, We are Very Bullish Bitcoin in 2025

Will February 23rd Mark the Day Europe Becomes Investable?

The Research & Quant 2025 Market Outlook

2025 Will Be the Year of Memory, Not GPUs

Private Credit's Incredible Vanishing Cashflow

Grizzle Commodity 1x1 Conference - Key Takeaways Part 2

Grizzle Commodity 1x1 Conference - Key Takeaways Part 1

Has China's Property Market Bottomed?

Economic Boom? What Does the Data Say?

The Trump Bump: Bitcoin & Natural Gas

Will Trump End Conflict in Europe and the Middle East?

Why India Will Be The Best Emerging Market Over the Next 10 Years

Evaluating World Geopolitics and a Trump Victory

Is Labor Hoarding Masking Job Market Weakness?