› Q3 Launch: Macro Backdrop and Market Outlook
› Sizing the Opportunity: The Space Economy’s Expanding TAM
› Public Equity Opportunities: Listed Space, Aerospace, Defense, and Enabling Technologies
› The Physical Economy of Space: Infrastructure, Real Assets, and Commercial Adoption
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.
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.
SpaceX: The Final (Corporate) Frontier
The purpose of this piece is to provide a deeper analysis of what could become the largest IPO in history “from this planet.”
A Latam Refresher in Challenging Times
In this week’s market commentary, we address recent macroeconomic, political, and market developments across Latin America and their implications for the region’s investment landscape.
First Quarter 2026 Earnings Recap: Acing the Test
Some memories, insignificant as they might seem, stay with us forever. When I was in middle school, I vividly remember walking into a geometry exam in a class taught by a notoriously tough math teacher, feeling nervous and unprepared, convinced of my impending failure. Shock could not describe my surprise when I received my test back and saw I had received a perfect score.
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.
IMF April Publications – Fiscal Stains and Select Opportunities in a Fragmenting World
The global economy in 2026 finds itself navigating a far more complex and fragile landscape than many anticipated at the start of the year. What began as a gradual post-pandemic normalization and recovery from the price dislocations associated with Liberation Day, has been disrupted by the escalation of conflict in the Middle East.
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