The 2026 FIFA World Cup: The Beautiful Game-Supersized
If the World Cup has always been football’s grandest stage, then 2026 is shaping up to be its blockbuster reboot— bigger cast, longer runtime, and a budget that would make Hollywood jealous.
Insight Type: Market commentary
The Trillion-Dollar Club
In August 2018, Apple became the first company in history to surpass a market capitalization of $1 trillion, marking the beginning of one of the most significant periods of wealth creation in public markets.
The Mythos Effect: Cybercrime-as- a-service
Ever had a random “prince” or mysteriously rich stranger slide into your inbox offering you a massive inheritance for almost nothing? Mankind’s development has generally followed a path from mythos to logos, from belief to reason. But in cybersecurity, that trajectory now appears to be reversing.
The Fog of Peace: Potential Investment Implications From the Conflict with Iran
Many of us have heard about the “fog of war”. Often occurring during the heat of battle, it is a period fraught with miscommunication, confusion, and uncertainty. In other words, a time of utter informational chaos, when no one is exactly sure what is going on or what is going to happen next.
Many of us have heard about the “fog of war”. Often occurring during the heat of battle, it is a period fraught with miscommunication, confusion, and uncertainty. In other words, a time of utter informational chaos, when no one is exactly sure what is going on or what is going to happen next.
The Fog of Peace: Potential Investment Implications From the Conflict with Iran
Many of us have heard about the “fog of war”. Often occurring during the heat of battle, it is a period fraught with miscommunication, confusion, and uncertainty. In other words, a time of utter informational chaos, when no one is exactly sure what is going on or what is going to happen next.
IMF April Publications – Fiscal Stains and Select Opportunities in a Fragmenting World
Peru Elections – of Old Acquaintances and Electoral Chaos.
On April 12th, Peruvians went to the ballots to elect their ninth president in the last ten years, against a back drop of a polarized country with decreasing trust in institutions and with a ballot of 35 candidates.
The Consumer (in)discretion
It has been long said that the American economy relies more on the health of its consumers than on other factors. However, since the start of the Covid-19 pandemic, the U.S. consumer has seen a shift in its spending trends. its pent-up savings have been allocated towards services instead of goods, with a stark intention to make up for the time of lockdown.
Second-Order Opportunities
- Introductory Comments – Market and Global Macroeconomic Outlook
- Renewables
- Commodities
- Supply chains
Japan and Korea: Two Tiny Tigers Take Two Taxis to Town
While the world has been fixated on the war in Iran, two other market stories have been unfolding in parallel. Japan and South Korea, one the seasoned mentor, the other the export-driven tiger, have rallied in recent months for very different reasons.