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Economy & Markets
13th Annual Energy Paper
Renewables are growing but don’t always behave the way you want them to.
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Economy & Markets
A shift in market leadership
We expect real economy stocks to outperform digital growth stocks over the coming decade.
Sustainable Investing
The Future of Food is Coming Fast
How might you invest in innovations that are designed to feed the world?
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Investment Strategy
How do you trade USD weakness?
This week’s strategy question is focused on the reversal of dollar strength.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.


Economy & Markets
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.