Grizzle Hard Money Conference (Summary Notes)

Grizzle Critical Minerals Roundtable (Summary Notes)

Global Equities Are Breaking Out, Is This Time Different?

What is the Right Tariff Rate for China?

Why The Time Has Come to Overweight International Stocks

US or China - Who has the Stronger Negotiating Position in Trade Talks?

The Financial Assets Most at Risk From Trump's "Bull in a China Shop" Strategy

In Tariff Negotiations, Trump Has No Ace Up His Sleeve

US Colleges Have a $1 Trillion Illiquid Asset Problem

China Needs America Less Than You Think

A Catchup on Japan: Will Outperformance vs America Continue?

A Mar-A-Lago Accord Deep Dive: Implications and Risks for America

While Tariffs Bite, Inflation and International Stocks Will Keep Rising

How Likely is a Run on the US Dollar?

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